MEET OUR ADVISORS

Emmett F. Long

LUTCF, CLU®, ChFC®, RICP®
Sr. Agent, Financial Advisor, Princor Registered Representative
Licensed and Registered for: Life, Health, Financial Advisor, Investment Advisor Representative

Emmett graduated from the University of Wisconsin Stout in 1981 with a Bachelor of Science degree in Hotel and Restaurant Management. He began his career in the financial service industry in 1987 with Mass Mutual. Emmett joined the Principal Financial Group in 1990 where he further developed his practice by assisting business owners and executives with their personal and professional financial needs.

Emmett has been involved with the local National Association of Insurance and Financial Advisors since 1990. Through the years he has acquired other designations and honors: LUTCF, CLU®, ChFC®, RICP®, and was named as the Insurance and Financial Advisor Agent of the year in 2007. Emmett concentrates on business plans that include the following: 401(k) and retirement plans, qualified and nonqualified executive benefits, buy/sell funding, and key person plans.   Emmett is instrumental in mentoring new agents in all areas of the business and Executive Benefits planning, and has taught many LUTCF courses over the years.

Included in his areas of expertise are: Retirement Planning, Life and Disability coverage, College Funding, Estate Conservation, Executive Benefit Plans, Key Person Protection, Qualified Plans, and Exit Planning.

Emmett and his wife, Madalyn, have lived in the Appleton area for over 30 years. They have four children, Brian, Jessica, Tyler, and Rebecca, along with six grandchildren.

I look forward to connecting with you and exploring the financial planning needs for you and your business.

Certifications & Designations

  • LUTCF designation (1996)
  • Taught 6 LUTC classes
  • Named the Executive Benefits Specialist for the Eastern Wisconsin agency (1998)
  • CLU® designation (2002)
  • ChFC® designation (2003)
  • RICP® designation from The American College (2014) 
  • Fox River Valley Insurance and Financial Advisors Association (member and past president)


Kate Thome

LUTCF, ChFC®, RICP®
Licensed and Registered for: Life, Health, Property & Casualty Insurance, General Securities Representative, Series 7 FINRA Registration, Investment Adviser Representative

I am a teacher first, and then I help clients take action on what is important to them. Patience is a virtue, and I am empathetic to client needs. If we’re a good match both of us will know it’s right.

I graduated from UW-Whitewater in 1983 with a B.S. in Business, emphasis in Marketing. When my father and close uncle passed away, I saw the potential benefits that could come from a well-planned future. It was then that I decided to pursue a career in financial services.

Personally, I know how valuable preparing for your financial future can be. I’m sincerely passionate about helping people and making their financial future more stable and secure. I particularly enjoy educating and coaching female clients on life’s financial solutions unique to women, including surviving widowhood, conquering the challengers of divorce, longer life expectancies and financial know-how.

I am happily married, mother to a beautiful daughter and resident of Menasha, Wisconsin. I enjoy spending my free time with family, golfing, traveling and enjoying the outdoors.

Let’s connect soon – I want to help you become more confident about your financial position and its progression.

Volunteer Activities & Memberships

  • Women's Fund of Oshkosh
  • Member of Oshkosh Southwest Rotary (2002-2008)
  • Paul Harris Fellow (2009)
  • IRA Leadership Program™, with IRA Expert Ed Slott
  • Women in Management (WIM)
  • National Association of Women Business Owners (NAWBO)
  • Women in Insurance & Financial Services (WIFS)
  • National Association of Financial Advisors (NAIFA)
  • Christine Ann Domestic Abuse Services Board Member


Our Team

Mariah Moss and Jem Saverda are our valued staff assistants. They strive to make your experience with Synergy Advisory Group seamless and simple. We are very fortunate to have such great individuals that help us deliver excellent customer service.