About Our Team

Synergy 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®

Partner
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.

Years Experience

Russell J. Miller

Partner
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.

Years Experience

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.

Years Experience

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.

Years Experience

Matthew Schwartz

Family Wealth Advisor
Matthew joined Synergy in 2019 after working his way up the ranks with industry leaders in Los Angeles and Austin over six years. The son of a Certified Financial Planner®, Matthew has planning in his blood. After working with and around several highly influential people in the financial services industry, he decided that it was time to join the practice and work side by side with his father. Matthew’s goal is to uphold the excellent service and innovative ideas that Steve has always provided for his clients.

Matthew graduated from The Bill Munday School of Business at St. Edward’s University with a Business Administration Finance degree, where he also played on the Hilltopper’s Baseball Team. Matthew is an Investment Advisor Representative with TDC Investment Advisory and is licensed as a General Lines Agent for life, accident, health and HMO insurance sales.

Years Experience

Innovative Ideas

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.

Clear Communication

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.

Advanced Technology

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

 

Don’t Let Your Life Insurance Policy Lapse!

Don’t Let Your Life Insurance Policy Lapse!

We have many business owner clients who have purchased key person life insurance policies for their executive team over the years.  These policies protect the business and their key assets, their team.  However, many do not consider the full breadth of options later...

Life Insurance Premium Relief

Most major life insurance companies are now offering premium relief to help clients who have been impacted by the effects of COVID-19. If you need this assistance, please find carrier contact information below.          AIG 800-888-2452 AXA...

Is Your Life Insurance Being Monitored?

Is Your Life Insurance Being Monitored?

June 2020 A new client has several existing policies that have not been reviewed or monitored by the selling agent since they were purchased. She is a 70 year old business owner with a key employee policy, a policy that is part of a buy-sell agreement, and multiple...

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