Our Team

We've built our firm on lifelong relationships rooted in performance and trust.

Retirement Operations Team

Paul Fiumara | Director of Operations

With more than 15 years of experience in financial services, Paul meets each client’s needs while providing a personal touch.

Paul fills a dual role with The Synergy Group as both the Director of Operations and the Chief Compliance Officer.

A graduate of Indiana University of Pennsylvania, Paul holds degrees in computer science and business administration.

In his spare time, Paul is an avid reader and writer and also enjoys spending time outdoors with his wife and children.

Katie Brandt | Operations Associate

An integral part of the Operations team, Katie is focused on serving client needs and providing accurate maintenance of our database and records.

Katie comes from a big family in a small town and holds a business degree from Penn State University.

Katie enjoys playing and coaching volleyball in her free time, as well as spending time with her extended family.


 

Sharon Tardio | Operations/Client Services

With over 20 years of financial supportive services experience, Sharon works tirelessly to help service our clients’ accounts. In her role, she does everything from making account changes to acquiring forms and reports, and taking withdrawals.

When she's not working, Sharon loves spending time outdoors. 
 

Retirement Marketing Team

Sharon Neff | Client Care Coordinator & Events Planner

Sharon is the Synergy Group’s chief event planner and relationship manager. In her role she manages all client and guest events and ensures that each member of the Synergy family gets the care they deserve.

Sharon’s background includes a business/marketing degree from Penn State University coupled with years of successfully developing creative client experiences.

Outside of the office, Sharon is actively involved in her church. She is passionate about her grandchildren and gardening.


 

Carol Metzger | Client Services

Our "Director of First Impressions," Carol greets every guest who enters our office with a smile and a cup of coffee.

You will come to know her as the "Voice of Synergy" when she calls to wish you a happy birthday or to schedule your annual review.

On the weekends, you can find Carol chasing her grandkids from one athletic activity to another.


 

Courtney Guerrieri | Public Relations Coordinator & Event Planner

Courtney brings extensive public relations and event planning experience to The Synergy Group, providing excellent client care and support in addition to planning all major referral events and scheduling appointments and focus groups.

A graduate of Seton Hill University, Courtney holds a with Bachelors of Arts in communications.

When she's not working, Courtney loves coaching volleyball and spending time with her daughter.


 






 

 

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@synergygroupinc.com or call us at 412-673-7760 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Have Questions for our team?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Get access to a free consultation with a retirement advisor today.



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Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. (“GFIS”). Synergy Group Inc., GFPC and GFIS are not affiliated entities. One or more individuals at Synergy Group, Inc. are registered as investment adviser representatives of GFPC with certain state securities divisions. The[se] investment adviser representative[s] receive[s] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Synergy Group Inc. clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at http://gf-pc.com or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”). One or more individuals at Synergy Group Inc. are registered representatives of GFIS and receive[s] compensation in exchange for the purchase or sale of securities.

In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure or engaging in certain brokerage services as registered representatives of GFIS, individuals associated with Synergy Group Inc. and the Synergy Group Inc. itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Synergy Group, Inc. and are not endorsed, provided, offered or supervised by GFPC or its affiliates.

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