Please welcome our newest team members, Tim Garcia-Prats and Adam Lawrence. We are excited to have these talented professionals join our growing Financial Synergies family. They will no doubt be a great asset to our company and clients.
Tim Garcia-Prats graduated from Marquette University in 2016 with a degree in Finance and International Business. He began his career in Chicago at T-Mobile working as a District Manager – managing stores and back-office operations.
In 2019, Tim moved back home to Houston with his partner, Catherine, to further his Finance education and began his Master in Finance at the University of Houston, Bauer School of Business. During his time at Bauer, he took the opportunity to join the Cougar Investment Fund as an Equity Analyst where he discovered his passion for portfolio management and investment analysis work. He will complete his master’s degree in the summer of 2022.
Tim joined Financial Synergies in 2022 as an Associate Portfolio Manager, where he focuses on investment portfolio allocations, investment research and analysis, rebalancing, trading, and performance reporting. Tim is a great addition to our growing investments department!
Tim lives with his partner, Catherine, and dog, Sonny, in Houston. He has a passion for soccer and loves spending time with friends and his nine older brothers. He also loves going to concerts and traveling.
Adam Lawrence graduated from Texas A&M University’s Professional Program in Accounting with his Bachelor of Accounting and Master of Entrepreneurship and Tax in May 2020. After graduating, Adam worked at KPMG, where he provided international tax compliance and consulting services for high-net-worth individuals and oil and gas companies. In 2021, Adam and his team successfully executed half a dozen international tax restructurings, including a $1 billion oil and gas merger. Adam is a licensed CPA in the State of Texas.
When the pandemic hit, Adam saw more than ever a need to draw on his passion for helping others and knowledge of financial planning to assist clients in achieving their most sought-after financial goals. Now, Adam is doing exactly that, and pursuing the CERTIFIED FINANCIAL PLANNER™ designation to give our clients the very best planning and most enjoyable retirement possible. Adam has already had a great impact as our latest Associate Financial Advisor!
In his free time, Adam enjoys endurance running, volunteering abroad, and mentoring students for college readiness. He’s spoken at schools nationwide to help students realize their college and career aspirations.
We continue to seek out the best professionals we can find in our constant effort to provide a fantastic experience to our clients.
These latest hires will no doubt further those efforts.