With more than 15 years of experience in financial services, Paul meets each client’s needs while providing a personal touch.
Paul fills a dual role with The Synergy Group as both the Director of Operations and the Chief Compliance Officer.
A graduate of Indiana University of Pennsylvania, Paul holds degrees in computer science and business administration.
In his spare time, Paul is an avid reader and writer and also enjoys spending time outdoors with his wife and children.
An integral part of the Operations team, Katie is focused on serving client needs and providing accurate maintenance of our database and records.
Katie comes from a big family in a small town and holds a business degree from Penn State University.
Katie enjoys playing and coaching volleyball in her free time, as well as spending time with her extended family.
With over 20 years of financial supportive services experience, Sharon works tirelessly to help service our clients’ accounts. In her role, she does everything from making account changes to acquiring forms and reports, and taking withdrawals.
When she's not working, Sharon loves spending time outdoors.
Sharon is the Synergy Group’s chief event planner and relationship manager. In her role she manages all client and guest events and ensures that each member of the Synergy family gets the care they deserve.
Sharon’s background includes a business/marketing degree from Penn State University coupled with years of successfully developing creative client experiences.
Outside of the office, Sharon is actively involved in her church. She is passionate about her grandchildren and gardening.
Our "Director of First Impressions," Carol greets every guest who enters our office with a smile and a cup of coffee.
You will come to know her as the "Voice of Synergy" when she calls to wish you a happy birthday or to schedule your annual review.
On the weekends, you can find Carol chasing her grandkids from one athletic activity to another.
Tasked with creating engaging content across multiple mediums, Brandon manages Synergy’s website and social media platforms, produces creative content for radio shows and events and provides excellent client support.
Brandon graduated from Ithaca College with a Bachelors of Arts in journalism, with a concentration in multimedia and marketing.
In his free time, Brandon enjoys playing basketball and golf, spending time with friends and family and binge-watching HBO's “Entourage.”
Courtney brings extensive public relations and event planning experience to The Synergy Group, providing excellent client care and support in addition to planning all major referral events and scheduling appointments and focus groups.
A graduate of Seton Hill University, Courtney holds a with Bachelors of Arts in communications.
When she's not working, Courtney loves coaching volleyball and spending time with her daughter.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 412-673-7760 today!
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Securities offered through GF Investment Services LLC, 2080 Ringling Blvd. 3rd floor Sarasota, Fl. 34237. Member FINRA/SIPC.