This is synergy done the Synergy way.
Synergy is not just a word or even an action, to us it is a belief. We believe that our industry can achieve greater things together. At our core, we have several values including; Honesty, Integrity, Hard Work and Responsibility all with the oversight of Balance and Fairness. What we offer to those who graciously choose to work with us is a commitment to those values for everyone involved.
Our purpose in the industry is to help, assist and persevere in the various processes it takes to place your clients with safe, secure and suitable financial products. We are involved from start to finish and work with our clients through:
At the end of the day we are not the silver bullet crowd. We are the workers, the carers, the partners… We are Synergy, where together we are better.
Jennifer was born and raised on the southeast side of Houston. She has a large family that she enjoys spending time with when she isn’t working. Jennifer went to school in Dallas where she obtained her Bachelor of Science degree in Child Learning and Development with an emphasis on Family Psychology.
Jennifer moved back to Houston after graduating school because she wanted to plant her roots where she grew up. Jennifer enjoys exploring Houston and the surrounding area. She loves to go mountain biking with her husband. She has a young son who she adores. She loves watching Disney movies with him and doing anything that makes him smile. Jennifer has a dachshund/yorkie mix named Niko. Between her large family, her young son, her husband, and Niko, Jennifer stays very busy outside of work.
After graduating college, Jennifer spent time working in preschools where she learned many life skills and her favorite moto “If you don’t use it, you lose it”. Her time with the preschoolers was wonderful but she had an itch to grow and move her career more into the corporate world. Jennifer found Synergy while on her search for a new career path. She loves working with Synergy, learning about the insurance and financial industry, and what it takes if you want to be a successful advisor. She loves that no one is alone at Synergy, there are always resources and other people to guide you. She feels that it is one of a few places that will give you all of the tools that you need to be a successful advisor.
Jennifer says that her overall career goal is to be somewhere that she can help make a difference and add value. She feels like “with Synergy, it’s not just insurance and annuities, we help people! We have the chance to make a large, positive impact!”
Brittnee started off in the clinical research industry out of college before landing in insurance and marketing and she couldn’t be happier! She has 2 small poodles that rarely leave her side; they are her four legged children. When she is not working I like sitting by the water with my pups while reading a good book!
Ultimately she wants to add relationships to my business just like you do. When working with producers it’s very important to me that we have great communication!
Penelope serves multiple roles in our team. She is always happy to see you, encourages you to remember the simple things in life and believes that companionship comes first. She is a constant reminder that what may be a small effort to you can mean giving the world to someone else. Penelope is our rescue dog, saved a day before her and her 10 puppies were scheduled for euthanization. The entire Synergy team advocates to better the animal world and specifically rescuing forgotten dogs. If you can’t adopt, foster. If you can’t foster, support… your little bit of effort could save a life like Penelope’s..
Just call her the modern day super woman! Morgan loves a good challenge that puts her problem solving skills to the test. She’s also the office’s social butterfly, so meeting new people and building lasting, mutually beneficial relationships is in her nature. Behind the smile, there is a new business and back office support superstar. She can scrub an app like never seen before with what has been called “The Eagle Eye” and has impeccable “i” dotting and “t” crossing abilities. Her understanding of suitability guidelines and state compliance issues keep our partners up to date and knowledgeable on industry standards. Morgan graduated from Kansas State University’s Personal Financial Planning program with a B.S. in Family Studies & Human Services and has a minor in Business Administration. She is a member of the Houston KSU Alumni Association and supports all things Wildcat. This Texan bleeds purple pride! When she’s not providing you with excellent service and support, she enjoys spending time with her family, is an avid runner & trampoline jumper and loves to travel… But, during football season you’ll catch her enjoying the game with family & friends and some good ol’ Kansas City BBQ.