About Our TeamSynergy Wealth Partners, LLP specializes in estate planning and wealth accumulation. Our success starts with a belief in understanding your objectives and the creation of a plan to help you reach your goals. We provide a high level of client-centric services with a multitude of customized and comprehensive solutions for your financial needs. We value our relationship with you! You can expect a long-term commitment from Synergy Wealth Partners. We have the expertise and resources to help you achieve your financial goals. With a proven staff of experienced professionals, we are committed to building a lasting partnership with you to help you reach your goals.
Steven J. Schwartz, CFP®
Steve is a Certified Financial Planner® and an Investment Advisor Representative with TFO-TDC, LLC, doing business as (“dba”) Synergy Investment Management, with over 25 years experience in the financial services arena. He is dedicated to your success and understanding your objectives. Steve knows how much his clients rely on him to provide sound financial services and endeavors to exceed their expectations. Steve’s goal is to utilize his expertise and experience, combined with his access to vast resources to enhance your benefits and minimize your costs.
Steve is involved in many industry associations, such as Top of the Table, Life & Qualifying Member of Million-Dollar Round Table, and the Association of Advanced Life Underwriters.
Russell J. Miller
Russell J. Miller has planned and implemented strategic growth and tax reduction strategies for literally hundreds of fast growing, closely-held companies. He believes that success will be a direct result of his ability to evaluate complex situations, formulate creative alternatives and implement successful solutions. Major project experience includes engagements in the fields of tax and estate planning, business valuations, strategic planning and merger/acquisitions transactions.
In addition, Russell is a licensed Investment Advisor Representative with TFO-TDC, LLC, doing business as (“dba”) Synergy Investment Management and licensed as a General Lines Agent for life, accident, health & HMO insurance sales.
Michael S. Miller
Chief Operating Officer
Michael joined Synergy Wealth Partners in September 2008 after spending 5 years in the oil & gas industry. His time in the O&G industry reaffirmed his passion for delivering ‘best in class’ service, every time, all the time. Michael focuses on operational aspects of the business, bridging technology and other services in an effort to assist the team in delivering exceptional products and services to all of our clients.
Having graduated from the University of Texas McCombs School of Business with a Bachelor’s of Business Administration Finance degree, Michael is an Investment Advisor Representative with TFO-TDC, LLC, doing business as (“dba”) Synergy Investment Management and licensed as a General Lines Agent for life, accident, health & HMO insurance sales.
Denise Brock, ACS, AIAA, HIA, MHP
Assistant to Steven J. Schwartz, CFP®
Denise has worked in the insurance industry for 30+ years. Starting her career at SunLife, she worked directly for the major insurance companies. Her focus shifted as she followed Mr. Schwartz to pursue particular niche markets with specialized service. Denise strives to provide top notch customer service and manages various aspects of the company’s day to day business.
She is accredited by various organizations, allowing her to continue to expand her education as it relates to the field and use the knowledge to better assist our clients.
One size does not fit all! Synergy works to closely understand your unique circumstances to provide a comprehensive plan that is best suited to address your needs and help clients achieve their goals.
The planning and ideas are complex, but the delivery is direct and easy to understand. It is important for clients to understand the approach in their own terms and Synergy works diligently to provide clear and concise communication in our planning.
Today’s world is faced with more information in a more timely manner. Synergy utilizes technology to assist in providing value to clients but in a manner that is complementary to one’s lifestyle and not obtrusive.
Recent Blog Posts
This report features: World Capital Market Performance Global Overview Returns of Stock and Bond Assets in the US and International Markets Global Diversification Much More. Click to view the Q1 2018 Quarterly Market Review Advisory Services provided by Synergy...
Our 2018 tax reference sheet is now available. This quick guide offers information you'll need to know for the upcoming year. View Our 2018 Tax Reference Sheet Advisory Services provided by Synergy Investment Management, a dba of TFO-TDC, LLC. Insurance Services...
Now that the dust has settled on the New Year, it's always interesting to see topics that stood out in the headlines from the previous year. Donald Trump, the Russia Probe, The Las Vegas Shooting, Hurricane Irma, Harvey, and Maria, the solar eclipse, and North Korea...
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