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 ho...
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Real Estate Broker | Registered Investment Advisor Representative
206.386.5455
Frank Roman brings a unique perspective to Synergy with his specialized academic and pragmatic experience. Prior to joining Synergy as a financial analyst, Mr. Roman was a Mechanical Engineer at Boeing Commercial Airplanes where he designed functional test systems for the 747, 767, 777 and KC-46 Tan...
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Real Estate Broker | Registered Investment Advisor Representative
206.386.5455
Kevin Williams has an extensive background in many aspects of Synergy’s services, including: real estate purchase and investment, portfolio management, estate planning, insurance strategies, and offers specialized expertise in the development of comprehensive financial plans. Kevin has helped mana...
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Educational Director
206.386.5455
Ryan Rippy is one of the country’s most sought after real estate investment professionals, having 10 years of alternative asset & custody management and 20 years of mortgage experience and expertise in new business development. He is a licensed CE Real Estate Instructor & licensed Mortgage Consult...
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