Jamie Wing
Owner & Financial Advisor
Jamie has over 30 years of experience in financial services industry. He is managing partner of Synergy Financial Group.
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.
Jamie Wing, Managing Partner & Financial Advisor
jamie@thesynergyfg.com888-200-5954
Jamie has over 29 years of experience in financial services industry. He is managing partner of Synergy Financial Group. He is a financial advisor who focuses on helping retirees and those soon to retire potentially avoid common, costly financial mistakes. Jamie also focuses on business retirement plans (401(k)s, pension plans, and SEP IRA where he works closely with pre-retirees to transition them into their retirement life style.
Jamie is a FINRA registered representative and holds a Variable Contracts Series 6 registration. He is an Investment Advisor Representative and holds a Series 65 registration. In addition, Jamie holds a life and variable contract license in the states of Michigan and Florida.
His ability to listen, communicate, and educate gives him a unique perspective into the financial needs of individuals and small business owners.
Jamie enjoys golfing and spending time with his wife, Karen, and their two children.
Lindsay Wing-Tran, Managing Partner and 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.
She is a financial advisor who has a passion for creating long lasting relationships and serving others in her community through assisting in financial planning, retirement plans, and life insurance.
Lindsay holds a life and health license, and she is a FINRA registered representative & Investment Advisor Representative. She holds a Variable Contracts Series 6 registration, as well as a Series 65 registration.
Lindsay works closely with her father, Jamie, to serve their clients best with over 35+ years of combined experience. Lindsay enjoys meeting new people in her community, baking, and spending time with her family, and her husband, Richard.
Michael Binger, CFA®, Senior Portfolio Manager of Gradient Investments, LLC
PRESIDENT
GRADIENT INVESTMENTS, LLC
Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger’s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor’s degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron’s, and The Wall Street Journal.
Mariann Montagne, CFA®, Senior Investment Analyst, Gradient Investments, LLC
PORTFOLIO MANAGER
GRADIENT INVESTMENTS, LLC
Ms. Montagne is a Portfolio Manager for Gradient Investments. She has been with Gradient Investments since 2014 and has more than 25 years of total investment management experience. Ms. Montagne’s prior roles include equity analysis for institutional fund managers as well as a senior investment analyst position for a $500M registered investment advisor. She is a frequent contributor to media outlets, including CNBC, Fox Business, Bloomberg, and Barron’s. Ms. Montagne graduated with a bachelor’s degree from the University of Detroit and is a CFA® charterholder.
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 to expand the products and services offered to clients and producers. Phil and his staff have grown Vogel Financial Ser- vices, LLC into a comprehensive financial services business which includes business and high-net worth clients along with consulting services for independent producers throughout the Midwest. Phil Vogel is not affiliated with Gradient Securities, LLC.
Benjamin Garn - Riley’s Tax Service
For over 40 years, the Garn family and their associates have always endeavored to provide the highest level of experience and lowest rates out there. Riley Garn, founder of Riley’s Tax Service, has been fully committed to the well-being of his customers, their finances, and futures for over 40 years. Mr. Garn’s son Ben, and his daughter Kirsten, have been involved in the business for over 15 years and are now co-owners, helping to continue their father’s vision. The tax preparers and staff at Riley’s Tax Service continue to further the tradition of customer service, professionalism and affordable prices.