OUR TEAM

Meet the team.

We have the best jobs in the world: we take really, really good care of people.
Learn more about us—
Our backstory and philosophy
Looking for a specific service?
Explore how we can help you
Check the background of investment professionals associated with this site—including registration, licensing and disciplinary history—by using FINRA’s BrokerCheck  or calling toll-free at (800) 289-9999.
Michael Ross
Co-Founder, Wealth Advisor
Benjamin Cannon
Co-Founder, Wealth Advisor
Jesse Burt, MBA
Partner, Wealth Advisor
Jason Lindquist, PhD
Portfolio Manager
Rick D. Holt
Risk Consultant
Hares Akbar
Systems and Operations Specialist
Monica Akbar
Chief Compliance Officer
Cassandra Johnson
Senior Operations Specialist
Jenny Magneson
Operations Specialist
Briana Connolly
Executive Support
Max Andrus
Executive Support
Roy Jones, MBA
Certified Financial Planner™
Joshua Jones, MBA
Certified Financial Planner™
Jason Lindquist, PhD
Portfolio Manager
Rick D Holt
risk consultant
Hares Akbar
Systems Specialist
Monica AKbar
Chief Compliance OfFicer
Cassandra Johnson
Senior Operations
Ray M. Jones, Sr
Emeritus Consultant
Nicole Richardson
Accounting
Gerilyn Merrill
Wealth Advisor
Ryan Tucker
Wealth Advisor
Tom Melburn, MBA
Wealth Advisor
Matt Hayon
Outsourced CFO Services
Adam R. Cook
Wealth Advisor
Adam Lazaro
Wealth Advisor
Jenny Magneson
Operations Specialist
Kaycee Vandenburg
Risk Consultant
Yadira Muñoz
Executive Support
Briana Connolly
Executive Support
Nicholas Olsen
Paraplanner
Ellie Norton
Paraplanner
Michael Owens, PhD
Paraplanner
Rebekah Olson
Project Management
Max Andrew
Executive Support
Sadie Savas
Administrative
Denise Vukas
Administrative
Lorem ipsum dolor

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.
join our team

Project Manager

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Learn more
join our team

Account Executive

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Learn more
join our team

Graphic Designer

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Learn more

Make a new friend. Let us help with your plan.

Address
2449 S. Willis St., Ste. 106
Abilene, Texas 79605
Email
info@synchronywealth.com
Phone
+1 (325) 437-0709
*Required
Thank You!
Your entry has been submitted!
We'll be getting back with you soon. :)
Oops! Something went wrong. Give it another try.
Synchrony Wealth Management does not provide advisory services or conduct securities transactions. Synchrony Advisers offer advisory services through Everspire, a SEC-Registered Investment Advisor. Securities are offered through MHL Investments. Insurance Services offered by M.H. LeBlang, Inc, CA Insurance License 0M32052.
2024 © MHL Investments. Member FINRA/SIPC
Form CRS
Legal Notices
  |  
Privacy Policy
  |  
Business Continuity Plan