About Us
History of Company
Synergy is an independent firm that assists families with the “To and Through Retirement Journey.” We believe it is incredibly important that families are educated and the goal is always to explore multiple solutions so that the entire family can make a purposeful and intentional decision.
Our experience stems from training other financial planners and insurance agents. We consistently travel to meet with top advisors, we belong to associations, we maintain meticulous data, we hire staff to help communicate with you, we work side by side with other trusted advisors such as CPAs and Attorneys, we believe in C.A.N.I.- Constant And Never-Ending Improvement. PLUS, we are independent meaning we can offer any solution that makes sense.
We pour every ounce of effort we have into developing, implementing, and helping you visualize strategies that will help our clients meet their financial and lifestyle goals.
We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to visualizing your financial future and preserving wealth.
Our process takes a comprehensive approach to understand you that incorporates your growth, risk management, legal, and accounting needs holistically.
We offer our clients a variety of many other valuable services including:
- Comprehensive Visualization of the Financial “What-ifs” of Life
- Estate, and Philanthropy Planning
- Tax Minimization Strategies
- Risk Management and Income Protection
- Enhanced Education and Personalization
- Frequent Communication and Goal Reviews
Our Planners
Morgan N. Marx, CFP®, ChFC®, CLTC
Michael A. Schellinger, RICP®, CLTC®, NSSA®
Meet Morgan N. Marx, Co-Founder of Synergy Independent Financial Solutions LP. As Managing Partner, Morgan proudly holds the title of CERTIFIED FINANCIAL PLANNER™ Practitioner—an emblem of excellence in the financial planning industry. At Synergy, Morgan leads with precision, adhering to the exacting standards set by the CFP Board and underscoring the vital importance of working with CFP® Professional.
Morgan’s journey began at Kansas State University, where she earned a Bachelors of Science degree in Family Studies and Human Services, specializing in Personal Financial Planning—a program registered with the CFP Board. With a career spanning since 2004, Morgan’s commitment to clients took a significant leap when she achieved the CFP® Certification in 2017, a testament to her unwavering dedication to ethics and continuous learning.
Beyond her CFP® accolade, Morgan stands out with the ChFC® Chartered Financial Consultant® Certification, delving into the specializd and unconventional facets of financial planning. Her expertise covers advanced topics such as income tax strategies, special needs planning, gift planning, inheritance, and comprehensive estate planning.
Recognizing the vital importance of long-term care planning, Morgan further distinguishes herself with the Certification in Long-Term Care (CLTC). This specialized qualification equips her with indispensable tools for navigating the complex landscape of providing care over an extended duration.
Morgan’s holistic approach transcends traditional financial planning strategies, reaching beyond asset accumulation, income distribution, and estate planning. She passionately believes in empowering clients through education on current trends and regulations, diligently exploring myriad options to align with their unique objectives. Her comprehensive strategies, covering asset protection, wealth planning, and tax optimization, not only ensure the preservation of clients’ independence, but also fortify their wealth across successive generations.
20+ year industry veteran and NOT YOUR TYPICAL financial services entrepreneur. Founder/Co-founder of 3 branches of Synergy that all do something a little different but all have core beliefs or integrity, fairness and making purposeful decisions to positively impact the lives of others.
My experience stems from training other financial planners and insurance agents, because of the value I have placed in relationship building and problem-solving my career has progressed into coaching and strategizing. I’ve learned, and truly believe, that you should never act as an island, teams will always accomplish greater feats. I’ve seen the pitfalls of being a product pusher and know that being a solutions creator, especially when you are at a crossroad in life, is much more valuable. Simply put it’s how I know I like to be treated, so all of my processes work toward that end goal.
I believe I’m different because I enjoy educating my clients and my personal sense of accountability leads me to C.A.N.I.- Constant And Never-Ending Improvement. Every aspect of the Synergy companies that I have fortunate enough to be apart of exemplifies this. We consistently travel to meet with top experts in their field, we belong to associations, we maintain meticulous data, we hire staff to help communicate with you, we work side by side with other trusted advisors such as CPAs and Attorneys, and we absolutely know that being independent is the only way to act as a true client advocate no matter the situation.
I know from experience that the quality of the solution you generate is directly related to your ability to detect all the problems you hope to solve- I build teams to ask the right questions so we can find the right answers.
Our Team
Jennifer Lam
Eric Estrada
Core Beliefs
Too often we have found there are areas of disconnect in the planning world. Our belief solves that and seeks to add a layer of relationship that has faded over time.
The Why
+ Mission
+ Vision
+ Goals
+ Values
The How
+ Tools
+ Tatics
+ Products
+ Strategies
The Implementation
+ Discovery
+ Design
+ Written Plan
+ Defined Expectations
The Follow Through
+ Review
+ Regimented Communication
+ Appraisal and Updating
+ Events with Personal Touch