Financial Synergies Expands Leadership with Eight New Partners and Strengthens Employee Ownership

Financial Synergies, a renowned wealth management firm, has successfully completed the final phase of its transition strategy, ensuring long-term independence, leadership continuity, and cultural alignment. As part of this transition, the firm has named eight new Partners to its ownership team, reinforcing its deep commitment to its clients and expanding employee ownership.

1. Transition Strategy and Leadership Changes
   • Founder Mike Booker’s strategic transition plan, initiated over two decades ago, has reached its final phase.
   • The firm has completed a significant leadership transition, with majority ownership now resting with Managing Partners Heath Hightower, Mike Minter, and Bryan Zschiesche.
   • This transition reflects Financial Synergies’ commitment to preserving its founding values of fiduciary integrity and client-first service.
2. New Partners and Leadership Expansion
   • The following individuals have been named as new Partners at Financial Synergies: Marie Villard, Will Goodson, Kevin Nelson, Grant Ball, Rachel Buckhoff, Zach Robinson, Tim Garcia-Prats, and Colton Owen.
   • Mike Minter, Managing Partner, emphasized that these individuals embody the firm’s core values and commitment to excellence.
3. Employee Ownership Model and Firm Values
   • Financial Synergies remains a 100% employee-owned firm, ensuring decisions are made in the best interests of clients.
   • The transition is seen as a rare accomplishment, especially within firms of similar size, with no private equity involvement.
   • Bryan Zschiesche, Managing Partner, noted that the firm’s broad-based employee ownership ensures cultural continuity and positions the firm for long-term success.
4. Marie Villard’s New Role as Chief Operating Officer
   • Marie Villard, a 12-year veteran of the firm, has been named Chief Operating Officer.
   • Marie’s appointment formalizes her leadership role and underscores her contributions to the firm’s operational excellence and high-performing team culture.
5. Commitment to Client Relationships and Future Vision
   • Founder Mike Booker continues to serve as Senior Financial Advisor, maintaining relationships with long-standing clients and mentoring the next generation of advisors.
   • The firm’s mission remains unchanged, focusing on trust, integrity, and transparency in serving clients for generations to come.

Financial Synergies has entered a new chapter with eight new partners and a reinforced commitment to its core values. The firm’s 100% employee ownership model, combined with the leadership of a dedicated team, ensures continued success and service to its clients for the long term