Team

jamie_wing

Jamie Wing
Managing Partner & Financial Advisor
Jamie has over 29 years of experience in financial services industry. He is managing partner of Synergy Financial Group.

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kevin_mix

Kevin Mix
Managing Partner & Financial Consultant

Kevin Mix is a registered representative of Gradient Securities, LLC. Kevin has over 25 years of experience in the financial services industry.

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luke_sandborn

Luke Sandborn
Managing Partner
Luke Sandborn is a managing partner with the Synergy Financial Group. He has been a business owner for 40 years with extensive experience in business retirement plans and real estate development.

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andrew-oneil

Andrew O’Neill
Financial Advisor

Andrew O’Neill is an independent investment advisor representative of Gradient Securities, LLC d.b.a Gradient Wealth Management, an SEC registered investment advisor, serving customers in Michigan and a Registered Representative of Gradient Securities, LLC.

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Strategic Alliances

binger

Michael Binger, CFA®
Senior Portfolio Manager, 
Gradient Investments, LLC
Michael Binger, CFA®, serves as the senior portfolio manager for Gradient Investments, LLC. Binger brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients.

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schmidt

Wayne Schmidt, CFA®
Chief Investment Officer, 
Gradient Investments, LLC
In October 2008, Wayne Schmidt joined Gradient Investments, LLC and serves as Chief Investment Officer. With 26 years of investment experience, Wayne brings decades of institutional experience and in-depth knowledge.

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mariann

Mariann Montagne, CFA®
Senior Investment Analyst, 
Gradient Investments, LLC
Mariann has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure.

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phil

Phil G. Vogel, CLU, ChFC
Life Insurance Consultant

Phil has dedicated over two decades to the financial services industry and has held multiple leadership roles in the agency system. In 1998, he founded Vogel Financial Services, LLC.

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