Please join us in welcoming four new team members to the Financial Synergies family! Our apologies for just now announcing David Wanja, who actually joined us quite a while ago. We got a little sidetracked with the COVID craziness.
We have been fortunate enough to continue growing our client base through good times and bad. Our goal is always to provide the highest level of service to our clients by hiring the most talented individuals we can find. Therefore, we’ve staffed up in the advisory, investments, and operations areas of the business. Please see below for the new team members’ bios and titles.
NEW TEAM MEMBERS
DAVID WANJA, ASSOCIATE FINANCIAL ADVISOR
David joined Financial Synergies in December of 2019 as an Associate Financial Advisor. He comes with experience from another reputable advisory firm in the Houston area and is a member of the Financial Planning Association of Houston. He is learning our wealth management business from the ground up and has already proven to be an invaluable asset to our team and clients!
Having completed the core curriculum, he is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification in order to best serve the needs of our clients. When away from the office, David enjoys spending time with his wife, Tiffany, and their twin boys, Luke and Benjamin. With any remaining spare time you can find him reading, on a golf course, or on a tennis court. They reside in Huffman and they attend North East Houston Baptist Church.
GRANT BALL, MBA, ASSOCIATE PORTFOLIO MANAGER
Grant graduated from Texas A&M University in 2012 with a BS Industrial Engineering degree, and began his professional career in the centrifugal pump manufacturing industry. As an engineer, he developed critical problem-solving skills and a passion for identifying inefficiencies.
In 2017, Grant took the opportunity to follow his long-time passion for finance and investments, and began studying for his MBA at the University of Houston Bauer School of Business. He focused on finance and gained industry experience by serving as an Equity Analyst and Portfolio Manager at the Cougar Investment Fund.
Grant joined Financial Synergies in 2020 as Associate Portfolio Manager, where he focuses on investment portfolio allocations, investment research and analysis, rebalancing, trading, and performance reporting. Grant enjoys maintaining portfolios with an emphasis on efficiency and transparency.
Grant lives with his wife, Katie, in Houston. He has a passion for cars and loves spending time outside with friends. He also enjoys snowboarding, wakeboarding, biking, golf, and disc golf.
AMBER LOEHR, ASSOCIATE FINANCIAL ADVISOR
Amber grew up in a small town outside of Houston and is a second-generation Aggie. After graduation from Texas A&M University in May of 2020, she joined Financial Synergies as an Associate Financial Advisor working with Skyler and Pathway clients. She graduated magna cum laude from Mays Business School with a minor in Financial Planning.
A former collegiate softball player, staying active is a part of Amber’s routine. Whether it’s running, walking, or hiking you’ll often find her venturing outdoors. Amber also enjoys live music venues and shows with her friends, as they strive to hear the next up-and-coming Texas Country music stars.
Amber is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification. She looks forward to serving our clients’ needs and has a passion to help others while upholding the fiduciary standard.
ZACH ROBINSON, ASSISTANT DIRECTOR OF OPERATIONS
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.
Zach started his career at Wells Fargo, working as a licensed senior banker specializing in Wealth Management. Using his skills in client relations, he went on to work for Capital One Investing and then onto Charles Schwab, where he learned the Registered Investment Advisory business from behind the scenes – an invaluable journey into the client experience.
Zach and his wife, Rose, recently moved to the Houston area from Fort Worth. In his spare time, Zach enjoys playing soccer, hiking, running along the trails in Kingwood, and enjoying the great food and entertainment that the city offers.
Thank you for your continued trust and confidence in us. We are honored to be your financial advisor.