Joe Maas
Designated Broker | Chief Investment Officer
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA is the Chief Investment Officer and lead portfolio manager for Synergy Asset Management LLC (SAM), and the designated broker for Synergy. As a CCIM, Joe has expertise in residential, commercial and investment real estate. Mr. Maas holds a variety of world renowned professional designations; he is a CFA (Chartered Financial Analyst) Charterholder, which is the world’s most respected investment professional’s achievement. In addition to the CFA, Mr. Maas is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). Mr. Maas’ professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million. Mr. Maas earned his reputation as a Certified Financial Planner™ (CFP®) and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning. Expert in many fields, Mr. Maas is a member of numerous professional organizations; he has participated as a guest lecturer for the Washington State Bar Association and taught corporate finance as an adjunct professor at Seattle Pacific University. He conducted post graduate finance studies in Japan, Hong Kong, China, and Thailand.