Plan today. Enjoy tomorrow.

We're so pleased to announce an addition to our team, Tina Grenlie!

Tina is looking forward to continuing her support of clients to help them reach their goals. 

We're so excited to have Tina on board. Please feel free to her contact at 920-215-3262 ext 107.

At Synergy Advisory Group, our mission is to help you better understand, and then plan, for greater financial security. Our belief is that working with a professional financial advisor to pursue financial goals provides both better opportunities and greater financial rewards. 

Our Principal Securities® Investment Advisers Representatives Kate Thome, Emmett Long, Brian Long, and Ken Gellerstedt bring a combined 50+ years of financial planning experience to provide the expertise needed to assist you in building your financial strategies now and in the future.

If you're searching for a financial advisor to help with any of the following personal or business financial planning services, you've come to the right place: 

  • Insurance    
  • Investments
  • Planning services
  • Individual retirement planning
  • Employer retirement plans
  • Business succession
  • Estate transfer
  • College Education

Let Synergy Advisory Group help you to PLAN TODAY to ENJOY TOMORROW.