Brian has owned and operated SFC for the past 30 years. He is a graduate of Illinois State University with a degree in accounting. He has the professional designations of CFP® , Certified Financial Planner; ChFC, Chartered Financial Consultant; and CLU, Chartered Life Underwriter. Recently Brian was recognized for having been a member of the Financial Planner's Association of Illinois for 36 years. Brian has won the Five Star Wealth Manager award winner 2012-2021. Check out his Five Star Profile and 2021 Award Video. You can also check out his background on FINRA's BrokerCheck. These designations show his dedication to being a true professional in the investment field. Brian has also been a member, and past president of the Mt. Prospect Rotary Club for more than 30 years. He resides in Mt. Prospect with his wife Grace.
Director of Operations
Cindy joined Synergistic Financial Center in 2017 as a Director of Operations. She has an MBA from Lake Forest Graduate School of Management and an Bachelor of Science with a concentration in Finance from Valparaiso University. Cindy has 20 years of experience working for major companies like GE, CitiGroup and NEC Financial Services. She also is a licensed producer in Life & Health and Property & Casualty Insurance. In her spare time she enjoys volunteering, skiing, and watching her sons and husband play hockey. She resides in Hoffman Estates with her husband Karl.
File Database Manager, Intern
TJ joined Synergistic Financial Center in 2019 as a file database manager. TJ is currently a Senior at Rolling Meadows High School. He is part of the Varsity football team, school announcements, and the school paper "The Pacer". One of his passions is to talk and discuss sports, leading him to be interested in either a major in journalism or media broadcasting. He is interested in attending either the University of Kentucky or Arizona State University to pursue his studies. TJ worked the summer of 2018 as a file database manager for Kappel & Apple Insurance. In his spare time TJ likes to play recreational sports with his friends and watching the NFL and NBA. He resides in Arlington Heights with his family.
Investment Research Intern
Brian joined Synergistic Financial Center in 2021 as an Investment Research Intern and is currently a Junior at William Fremd High School. He plays hockey for the Hoffman Estates Wolf Pack and races for the Lake Beulah Sailing Team. Brian enjoys being in the outdoors and is a Boy Scout. In his spare time, Brian likes ski during the winter months in Colorado and Wisconsin. Also, he is a fan of the Blackhawks and Packers. Brian resides in Barrington with his family.