Our Team

Cory levetan

 

R. Cory Levetan, CFP®

Financial Advisor/Owner

Tel: 801-352-6006
Email: cory@synergyfa.com

 

Cory is a 30 year veteran of the financial planning industry. Cory graduated from the University of Utah with a BS Degree in Business Finance and complemented his education in the industry by obtaining the CFP® certification through the College for Financial Planning in Denver, Colorado. He takes overall responsibility for researching investment products and managing the model portfolios. He also works closely with clients to pursue their financial goals and work toward financial independence.  Specifically, Cory leads our efforts in working with clients on managing their investments, financial planning, retirement planning, income tax and estate planning, and other financial issues.  In his spare time, Cory enjoys most sport activities, photography, and spending time with his wife Karen, his 3 children (Zach, Austin, and Britney), and their grandchildren.

 

Wesley Shields

 

Wesley Shields, CFP®

Financial Advisor/Owner

Tel: 801-352-6010
Email: wes@synergyfa.com

 

In July 2008, Wesley Shields joined Synergy Financial advisors as a fully licensed Financial Advisor. Before joining, Wes worked as an investment advisor representative for Fidelity Investments in assisting clients with investment recommendations, asset allocation ideas and retirement strategies. His experience is enhanced by his Bachelor’s degree in Business Finance from Brigham Young University.  He is also a Certified Financial Planner®.  Wes has a passion for helping people create well designed plans and making informed decisions towards accomplishing their financial and life goals.  He works alongside Cory in managing model portfolios and is instrumental in many financial planning, retirement planning, income tax and estate planning issues. Wes is a big fan of University of Utah football and enjoys spending time outdoors with his wife ValaRee and their children, Oaklee, Zaylee and Mason.

 

 

Mary Ann Gubler

Financial Advisor/Owner

Tel: 801-352-6001
Email: maryann@synergyfa.com

 

Mary Ann was a fully licensed advisor before joining Synergy Financial Advisors in 2011. She graduated with a Bachelor's Degree of Science and discovered financial advising shortly afterward. She is passionate about forming long-term relationships with clients while helping them think through present issues and preparations for the future. She likes to take on a role of full financial planning, which entails management of investment products, assistance with income tax/ estate planning and retirement planning. Her main goal is to leave her clients with a feeling of security in the knowledge they have about their financial situation and what to expect in the future given their current path. Mary Ann and her husband, Tyler, have two sons, Desmond and Rowan and another son due in August. They like to camp, spend time with family and friends, and love any activity in the sun.

 

John Johnson

 

John O Johnson, CFP®

Financial Advisor

Tel: 801-352-6000
Email: john@synergyfa.com

 

John is originally from Minnesota and came to Utah because of his love for the outdoors. He is in his 29th year in the financial planning industry and while John is highly skilled in the technical aspects of financial and investment planning, his real enthuisiasm is for developing strong client relationships, which enables him to help clients reach their goals. This includes, but is not limited to, managing investments, retirement planning and income tax / estate planning.  He has degrees in both mathematics and chemistry and is also a Certified Financial Planner®. He has a daughter, Holly, and a son, Kelly. John's lifetime passion has been outdoor recreation and the friendships that have come from those sports. John worked many years as a professional river guide and continues to rock climb, kayak, and backcountry ski. John is also a world traveler and has friends all over the globe.

 

 

Christy Roe

Financial Advisor

Tel: 801-352-6014
Email: christy@synergyfa.com

 

Christy merged with Synergy Financial as a fully licensed Financial Advisor in August 2015. Prior to joining the Synergy team, she worked with clients and their accounts at PFG Advisors. She attended the University of Utah and attained a Bachelor of Science degree in Business Management.   She strives to develop strong, long lasting relationships which enables her to work with clients to pursue their financial goals. Christy enjoys spending time with her husband Bryan and their children. They like to ski, play and watch baseball, and go camping.

 

Cheryl Schaul

 

Cheryl Schaul

Advanced Client Service Specialist

Tel: 801-352-6005
Email: cheryl@synergyfa.com

 

As our Client Service Specialist, Cheryl schedules appointments, prepares forms, and handles incoming calls and basic client questions.  Cheryl has attended Securities America’s Assistant University every year since 2012 in Omaha, Nebraska. This two-day educational event is designed to accommodate office support staff at all levels of experience and responsibilities.  Cheryl and 142 others benefited by increasing their knowledge in the areas of technology, compliance, operations and practice management. She has been asked to sit on many panels and is instrumental in helping our back office remain efficient. The office joke is that if Cheryl doesn't know, then no one does. A graduate of Arizona State University, she holds a Bachelor’s degree in Social Work.  Prior to joining Synergy Financial Advisors, Cheryl worked in the construction industry for 12 years as the accounting manager for the landscape contracting firm she and her husband founded.  Their daughter, Chelsea, a graduate of the University of Colorado, lives in the Denver area with her husband.  Cheryl’s interests include reading, sign language, cooking and camping.
 

 

 

Lindsay Young

Client Service Specialist

Tel: 801-352-6011
Email: lindsay@synergyfa.com

 

As our Client Service Specialist, Lindsay handles client servicing, schedules client meetings, prepares forms and assists with client account questions.  Lindsay holds a Bachelors of Arts in Psychology from Eastern Washington University.  Prior to joining Synergy Financial Advisors, Lindsay worked alongside her husband, Chad with their transportation business and has also had great experience in working in the financial services industry.  She enjoys photography, tennis, baking, and traveling with her husband Chad. 

 

 

Renae Hurst

Client Service Specialist

Tel: 801-352-6008
Email: renae@synergyfa.com

As our Client Service Specialist, Renae keeps the practice organized and efficient.  Beyond preparing forms and scheduling client meetings, she specializes in assisting with client needs and questions.  Prior to joining Synergy Financial, Renae worked in a variety of industries including medical, construction, engineering and non-profits.  She has four sons and enjoys spending time with each one of them and their families.  She grew up in Salt Lake and after spending several years living in other parts of the country, she returned to Utah.  Renae says the best part of any job is the people.  She really enjoys the friendships and interactions with coworkers and clients.

 

*Advisory Services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory firm, R. Cory Levetan, John Johnson, Wesley Shields, Mary Ann Gubler, and Christy Roe, Investment Advisor Representatives.

*Securities offered through Securities America, Inc,. Member FINRA/SIPC, R. Cory Levetan, John Johnson, Wesley Shields, Mary Ann Gubler, and Christy Roe, Registered Representatives.

6965 Union Park Center, Suite 230, Midvale, Utah  84047.  (801) 352-6006

*Synergy Financial Advisors and Securities America are not affiliated.

*Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.