Our Team
Michael Ames, CFP®
Wealth Advisor, Financial Planner
704-295-6629
Serving the Lake Norman Region, Michael provides personalized investment advice to help you achieve your financial goals. As a CFP and graduate of Franklin University with a Bachelor's of Science in Financial Planning, he utilizes a...
Ryan Dantinne
Financial Advisor
Ryan started in the financial industry in the mid ’90s moving his way up from a night teller while a full-time student to Financial Advisor, Manager, and Chief Compliance Officer. In 2010 Ryan joined Synergy Wealth Management as...
Martha Riggins
Administrative Assistant
704-295-6623
Martha spent over 40 years in the Retail and Small Business Banking industry. Martha joined Synergy Wealth Management in 2013 and quickly became the official client greeter. She handles the initial client engagement and takes care of...
