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.


Jason Laux Owner & Retirement Advisor

As an investment advisor, Jason operates as an independent fiduciary, helping people build a successful retirement and bringing over 20 years of experience to Synergy Group. He holds a Bachelor of Arts from Pennsylvania State University, where he graduated summa cum laude in advertising and public relations with a concentration in business and economics.

Jason has conducted various workshops over the past 15-plus years. He has been featured in many media outlets, including Fox Business, MSNBC, The Investor News, PCNC NightTalk, U.S. News & World Report and KDKA. Jason is a host of "Laux on Your Retirement" radio show.

Outside of the office, Jason loves spending time with his wife, Danielle, as well as their four children. He is an avid hockey fan and enjoys coaching his son’s soccer team. Jason is an active member of his church, First Evangelical Free Church in McKeesport, Pennsylvania.


Roy Laux Founder & Retirement Advisor

A former displaced Pittsburgh steelworker, Roy brings more than 30 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, 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. In his spare time, he enjoys spending his time with his family, particularly his eight grandchildren. He likes to spend time at the shore with his wife, Cindy.


Terry Judy Retirement Advisor

Terry began his financial services career at the Great American Savings and Loan Association. He has conducted various financial workshops, classes and retirement meetings with 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 the Harrisburg area.


Steve Ross  Investment Advisor Representative

As a registered investment advisor and fiduciary, Steve follows the highest standard of care in the financial world, by always acting in the best interest of the clients he serves. Steve focuses on helping secure independent retirement plans for pre-retirees and retirees by creating predictable income plans and protecting retirement assets.

Steve earned a bachelor’s degree in sport and art entertainment management with a focus on finance from Point Park University and then entered the financial industry out of college. Steve realized his desire to truly help clients realize their complete financial picture after seeing the difference his brother-in-law, Jason Laux, was making in the lives of the clients at Synergy Group.

Steve then earned his Series 65 securities registration to fully serve clients throughout the greater Pittsburgh area. He holds his life, health and accident insurance licenses in Pennsylvania.

Steve’s family consists of his wife, Erin, and their daughter, along with their two dogs, Nala and Howard. They enjoy traveling together and rooting for the Penguins and Steelers. Additionally, Steve enjoys reading and watching TV sitcoms.


Peter Fasciano  Investment Advisor Representative

Peter Fasciano entered the financial industry in 2015 with Prudential Financial after a career as a restaurant manager. He attended the University of Pittsburgh and the Community College of Allegheny County. Today, Peter is a registered investment advisor and fiduciary at the Synergy Group where he is a key member of the advisory team. Peter is dedicated to providing excellent service to Synergy’s clients by following the highest standard of care in the financial world and always acting in the best interest of the clients he serves.

Peter’s family consists of his loving wife, Shannon, since 2008, along with their two children, Samantha and Jack. Outside of the office, Peter can be found coaching baseball at Norwin PAL or exploring Cook Forest with his family.

In-Office Consultants:


Tom Barrett Certified Public Accountant


Sam CocciaIndependent Advisor/Medicare Consultant

Client Operational Services:


Heather Brinkley
Client Services Specialist


Paul Fiumara Senior Client Services Specialist


Sharon Tardio Client Services Specialist


Lauren DeithornClient Services Specialist


Nicole DePhillipsClient Services Specialist


Deb BlairClient Services Specialist


Margaret DavisClient Services Specialist


Justin Stoupis
Client Services Specialist

Client Care & Events:


Carol Metzger Director of First Impressions


Alyssa Thomson Director of Client Care


Tammy Badstibner Client Care

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