Marie Villard

As a student at Stetson University, Marie played the flute and planned to major in music. But after taking various classes in Finance, she switched her major and never looked back. After college, Marie worked at SEI where she supported banks and advisors who used SEI’s Wealth Platform. She then moved her career to Charles Schwab, […]

Zach Robinson

Zach joined the team as Assistant Director of Operations in 2020 with over ten years of experience in the Financial Services industry. He is knowledgeable in a range of industry topics, from banking, to client services, to back-end operations, and he looks forward to using his wide understanding to help our clients achieve their goals. […]

Jamie Rothganger

Hailey Lamoree

Stephanie Campbell

Stephanie 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 […]

Ellen Grodjesk