Meet the professionals who can help you Manage the Many Pieces of your financial life.


We help individuals and families work toward achieving their ideal retirement journey.

Meet Our Team

The team at Synergy Group is ready to help you pursue your long-term financial goals.

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Jason Laux Owner & Retirement Advisor

Jason is the owner of Synergy Group, an independent fiduciary and investment advisor with over 20 years of experience. He specializes in helping clients plan for retirement. Jason graduated summa cum laude from Pennsylvania State University with a degree in business and economics.

He has led numerous financial workshops, hosts the “Laux on Your Retirement” radio show, and has appeared on Fox Business, MSNBC, The Investor News, PCNC NightTalk, and U.S. News & World Report.

Outside of work, Jason enjoys spending time with his wife, Danielle, and their four children. He is an active hockey fan and very involved in his children’s sports.

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Roy Laux Founder 

A former displaced Pittsburgh steelworker, Roy brings over 40 years of experience in the investment and insurance industry to Synergy Group. Since 1988, he has helped thousands of pre-retirees and retirees develop successful retirement strategies through his simple, yet powerful, approach.

Roy has passed the Series 6 and 63 securities exams and holds life, health and accident insurance licenses in Pennsylvania. He has been a featured speaker for many local businesses and quoted in dozens of financial media outlets such as: CNBC, Fox News, Bankrate.com and PCNC NightTalk. Roy is a host of "Laux on Your Retirement" radio show.

Outside of the office, Roy presides over Champion Christian Board of Directors. He enjoys spending his time with his family, particularly his eight grandchildren. He likes to spend time at the shore with his wife, Cindy.

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Terry Judy Retirement Advisor

Terry began his financial services career at the Great American Savings and Loan Association. He has conducted numerous financial workshops, classes and retirement meetings at the Synergy Group. His passion is helping to create successful retirement plans for those in pre- and post-retirement planning phases.

Outside of the office, Terry is an active member of First Evangelical Free Church of McKeesport and the Advisory Board of the Champion Christian Family and Children’s Center in Donegal, Pennsylvania.

Terry and his wife, Laura, enjoy rooting for Penguins hockey, traveling and visiting with their children and grandchildren in Harrisburg.

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STEPHEN (Steve) ROSS Investment Advisor Representative

Steve is an Investment Advisor Representative dedicated to helping pre-retirees and retirees build dependable income plans and protect their retirement savings.

As a fiduciary, he always prioritizes the clients' that he serves best interests. Steve joined the Synergy Group to make a meaningful impact on clients’ financial futures. He holds a bachelor’s degree in finance from Point Park University.

Outside of work, Steve enjoys cheering for Pittsburgh’s sports teams and spending time with his wife, Erin, their daughter, and two dogs.

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Peter (PETE) Fasciano  Investment Advisor Representative

Pete transitioned to the financial industry after a career in management. He began at Prudential, where he gained valuable experience in retirement planning.

Now a registered investment advisor and fiduciary at Synergy Group, Peter plays a key role on the advisory team. He is committed to providing exceptional service by always acting in the clients Synergy Group serves best interests and adhering to the highest fiduciary standards.

Pete attended the University of Pittsburgh and the Community College of Allegheny County. He lives with his wife, Shannon, and their two children and the family cheers for all of Pittsburgh’s professional sports teams and their son's youth baseball team.

In-Office Consultants:

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Tom Barrett Certified Public Accountant

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Sam CocciaIndependent Advisor/Medicare Consultant

Client Service Specialists:

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Lauren DeithornDirector of Client Services 

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Paul Fiumara Senior Client Services Specialist

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Sharon Tardio Client Services Specialist

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Nicole DePhillipsClient Services Specialist

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Margaret DavisClient Services Specialist

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Justin Stoupis
Client Services Specialist

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Heather Brinkley
Client Services Specialist

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Erin PotterClient Services Specialist

Client Care & Events:

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Alyssa Thomson Director of Client Care

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Dawn CopelandDirector of First Impressions

Client Care

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Tammy Badstibner Client Care

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Hope DavisClient Care

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For more information about any of the products and services listed here, schedule a meeting today or register to attend a event.