A Warm Welcome to our New Team Members

Please welcome our two new team members, Stephanie Campbell and Rebecca Janacek. We’re thrilled to have these experienced professionals join the Financial Synergies family. They have been, and will continue to be, a great asset to the company and our clients.


Stephanie Campbell joined the team as Office Manager in 2021. She brings with her over twenty years of experience in executive administration and office management. Delivering outstanding customer service has always been an essential part of a day’s work for Stephanie. As the Office Manager at Financial Synergies, she is responsible for all office procedures, and uses her organizational skills to ensure smooth operations for the company.Stephanie Campbell Headshot

Prior to joining Financial Synergies, Stephanie was an Office Manager and Executive Assistant at Beyond Finance, Administrative Services Manager at Selene Finance, and held other administrative management roles at Sumitomo Corporation and Stewart Title.

Stephanie lives in Cypress with her husband, Jim, and their two children, Brandon and Haley. She loves spending time with her family, her two cats and dog, time outside and traveling. She is originally from Ft. Worth and loves all things country!


Rebecca Janacek is our latest addition to the Operations Department as a Client Service Associate. With a passion for the Wealth Management Industry, Rebecca has over 30 years of experience working in client service and back-office operations.

Rebecca Janacek Headshot

When she is not providing support to our clients and the various teams, she enjoys spending time with her family and volunteering on projects with The Salvation Army Women’s Auxiliary, where she is a lifetime member.

We continue to seek out the best talent we can find in our constant effort to provide a fantastic experience to our clients.

These latest hires will no doubt further those efforts.

 

 

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About Financial Synergies

Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.

Financial Synergies

Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.

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