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Synergy knows Wealth

The Synergy Wealth team uses a holistic approach to wealth building. Investing is part of it, but it’s much more than that. Let’s talk about your personal goals and find a solution to get you there. At Synergy Credit Union, you'll find all the wealth management solutions you need, from a partner you can depend on.
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Personal Wealth

A financial plan can increase your wealth, but did you know it can also make you happier? People who work with a professional advisor to put a financial plan in place have higher emotional well-being.
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Business & Ag Wealth

When you own a business or ag operation, you live a 24/7 commitment to building a sustainable future. We can take up some of the load with local, expert advice and financial planning tools tailored to the needs of your business.
Couple meeting with a financial advisor

Synergy Wealth Team

The Synergy Wealth team can help you with a wide range of services to understand, protect and grow your wealth. It all starts with a simple conversation that’s focused on your goals and becomes a tangible, practical plan for the tomorrow you’re dreaming of.

Benefits of consolidating your investments
Lower fees, less duplication, better diversification, and new investment opportunities – this sounds pretty good, and doesn’t have to be just a dream. A Synergy Wealth expert can guide you through the benefits of consolidating investments.


Synergy Wealth Team

To learn more about each expert, click or tap on their image below.

Jeanette Sherling

RIS
Manager of Wealth Services
Synergy Credit Union
Financial Advisor
Credential Asset Management Inc.

Danielle Hollingshead

CFP®, RIS
Wealth Services Supervisor
Synergy Credit Union
Financial Advisor
Credential Asset Management Inc.

Doyle Elliott

CFP®, RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.

Mandy Peters

RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.

Jason Rindfliesch

RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.

Stephan St. Amant

Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.

Jason Topolnisky

CFP®, RIS
Financial Advisor
Synergy Credit Union
Credential Asset Management Inc.

Credential Asset Management Inc. logo

Deanna Amos

B. Comm, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities

Leanne Arden

CFP®, CLU®, CIM®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities

Thomas Stangowitz

BA, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities

Emily Meyer

B.Comm, CFP®, RIS
Insurance Representative,
Credential Financial Strategies Inc.
Investment Advisor,
Credential Securities

Maureen McMillan

Coordinator
Credential Financial Strategies Inc.
Credential Securities

Planning Tools

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