- May 8, 2025
- Financial Synergies Wealth Advisors
As many of you already know, we’ve recently completed a carefully designed internal succession plan—one more than 20 years in the making. This milestone represents thoughtful planning, close collaboration, and above all, our enduring commitment to serving you with integrity and continuity.
[Read the official press release]
With this transition, Financial Synergies has fully realized its long-term succession plan—without the involvement of private equity or outside investors. The result is a firm that remains 100% employee-owned, a rare distinction in our industry and a clear reflection of our independence and unwavering commitment to putting clients first.
Staying True to Our Values
Over two decades ago, our founder, Mike Booker, laid the foundation for a leadership transition that would preserve the values that have guided us since day one: fiduciary responsibility, integrity, and deeply personalized service. Mike’s vision has now become a reality.
As of the end of 2024, the majority ownership of the firm officially transitioned to Managing Partners Heath Hightower, Mike Minter, and Bryan Zschiesche. With their leadership, we remain focused on the long-term well-being of the families we serve—not outside investors.
Welcoming New Partners
In the latest phase of this transition, we’re thrilled to welcome eight exceptional team members to our ownership group:
- Marie Villard (also newly appointed as Chief Operating Officer)
- Will Goodson
- Kevin Nelson
- Grant Ball
- Rachel Buckhoff
- Zach Robinson
- Tim Garcia-Prats
- Colton Owen
These individuals embody our culture and values. Their work ethic, care for clients, and leadership across our team have earned them this important role in our firm’s future.
Why This Matters to You
This transition isn’t about change—it’s about continuity. The same trusted advisors you’ve come to rely on are still here, now with an even deeper sense of ownership and long-term commitment to your financial well-being.
Expanding employee ownership reinforces the culture that defines us: accountability, collaboration, and a personal investment in the relationships we’ve built with you. Our team is united by shared values and a collective purpose.
Just as important, our core approach to wealth management remains unchanged. You can continue to expect the same disciplined investment philosophy, grounded in long-term strategy—not headlines or hype. Our holistic financial planning process, tailored to your unique goals, continues to guide every recommendation we make.
For nearly 40 years, we’ve led with integrity, personalized advice, and a clear focus on what’s best for our clients. This evolution strengthens that foundation—ensuring the consistency, care, and strategic guidance you count on today will be here for decades to come.
Looking Ahead
Marie Villard’s new role as Chief Operating Officer reflects her years of leadership behind the scenes, and we’re excited to see her take a more formal role in shaping the firm’s future operations.
Founder Mike Booker remains deeply engaged in the firm as a Senior Financial Advisor, mentor, and leader—guiding the next generation of advisors while continuing the meaningful relationships he’s built with clients over the years.
“Our mission remains unchanged. We are here to serve, advise, and build lasting relationships grounded in trust, integrity, and transparency.”
Thank you for the trust you’ve placed in us. As we celebrate this milestone, we do so with our eyes on the future—ready to serve you and your family for generations to come.
With Tremendous Gratitude,
-The Financial Synergies Team
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