SFP Synergy Financial Partners Overview
Contact top employees from
SFP Synergy Financial Partners
Summary
Synergy Financial Partners (SFP) is an independent financial services company dedicated to changing the way Americans plan for the future. By offering innovative concepts and products for its customer...Show more
SFP Synergy Financial Partners industries
Financial Services
Headquarters Location
SFP Synergy Financial Partners Employees Size
200-500 employees
Specialties
retirement, Personal Finance, Roll-Overs, Tax-Free Retirement, Retirement Planning, Living Benefits, Wealth Preservation, Indexed Funds, Indexed Annuities, Entreprenuership, Wealth Accumulation , Simple IRAs, SEP IRAs, 529 Plans, Life Insurance, College Planning, Mortgage Protection, Investment Strategies, 403b, Roth IRA, Employee Benefits, IRAs
Founded
2012
SFP Synergy Financial Partners Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Number of employees by department
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
SFP Synergy Financial Partners
Joseph Sheffield
Financial Literacy Advocate
T Carter The Dealmaker
Field Representative
Rick Mertell
Executive Vice President
Jamie Davis
Executive Vice President
Tyler Carr
Representative
Corey Goad
Regional Sales Manager
Linda Lalicata
Financial Educator/Insurance Broker
Marantha Blackwell
Financial Services
Timmy Cornell
Financial Educator
Brad Moore
Tax Free Retirement Planner & Financial Educator
Stuart Miles
Financial Services Representative
Scott Becker
Regional Director
Randall Briggs
Financial Services Advisor
Alison Taylor
Life Insurance Agent
Jeff Huggins
CEO and Founder
Mark Shields
Financial Educator
Michael Cohen
Life Insurance Specialist
Joni Peiffer
Insurance Agent
Sam Shields
Senior Representative
Logan Dean
financial Educator
Christopher Wright
Living Benefits Specialist
Kienen Gaskin
Intern
Luke McDonald
YES program
Amy Kafati
Financial Services Consultant
Macy Bliss
Representative
Connor Clay
Financial Literacy Advocate
Wendy Rouleau
Chapter Leader
Donald Rice
Financial Educator
