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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 provides the back-office support on new business and account transfer processes. She also works with our clients on a daily basis, ensuring all of their account requests are taken care of.
Katie is a graduate of Penn State University, where she received a B.B. in Supply Chain & Information Systems, with a focus in Marketing.
In her free time, she enjoys spending time with her family and friends and playing volleyball.
After attending the University of Pittsburgh, Peter spent more than 10 years managing restaurants before moving into the financial services sector for the last 3 years.
At the Synergy Group, he facilitates new account openings and provides services to all clients.
When he’s not working, Peter enjoys spending time with his wife Shannon and their 2 children, Samantha and Jack.
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.
Tammy graduated from West Virginia University with a degree in Marketing and Communications. She has numerous years’ experience in conference and event management and direct sales.
Tammy provides support to the Marketing team with setting up classes and seminars.
In her free time, Tammy enjoys cooking and spending time with her husband Eric and their 3 children Kyle, Will and Kate.
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.
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!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. (“GFIS”). Synergy Group Inc., GFPC and GFIS are not affiliated entities. One or more individuals at Synergy Group, Inc. are registered as investment adviser representatives of GFPC with certain state securities divisions. The[se] investment adviser representative[s] receive[s] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Synergy Group Inc. clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at http://gf-pc.com or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”). One or more individuals at Synergy Group Inc. are registered representatives of GFIS and receive[s] compensation in exchange for the purchase or sale of securities.
In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure or engaging in certain brokerage services as registered representatives of GFIS, individuals associated with Synergy Group Inc. and the Synergy Group Inc. itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Synergy Group, Inc. and are not endorsed, provided, offered or supervised by GFPC or its affiliates.
This website (and its content within) is hosted and updated solely by Advisors Excel, an independent, third party entity that is not affiliated with or controlled by either GFPC or GFIS. As such, neither GFPC nor GFIS controls this website or is responsible for the views and opinions contained herein. GFPC and GFIS make no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and do not recommend or endorse any specific information herein.
This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC or GFIS. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.