Team

jamie_wing

Jamie Wing
Owner & Financial Advisor
Jamie has over 30 years of experience in financial services industry. He is managing partner of Synergy Financial Group.

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Lindsay Wing-Tran
Managing Partner & Financial Advisor

Lindsay has over 5 years of experience in the financial services industry. She is managing partner at Synergy Financial Group and Jamie’s daughter, making the family business second generation. Lindsay is a proud Grove City College Alumni holding her B.S. degree in Finance.

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Strategic Alliances

Benjamin Garn  – Riley’s Tax Service
Managing Partner & Professional Tax
For over 40 years, the Garn family and their associates have always provided the highest level of experience and lowest rates out there.

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