About

Synergy Financial Group of Arizona is a full-service, independent wealth management firm, committed to unparalleled client service and portfolio management. We pride ourselves on providing unbiased investment advice and prudent strategies for investing wisely. We tailor our services to each of our clients' unique needs and objectives. Our holistic approach to financial planning includes a thorough review of your current plan. We review and discuss all comprehensive areas of a sound financial plan which includes your budget, debt analysis, risk management, cash flow analysis, investment management, retirement planning, estate planning and tax planning. Our fee-based approach to active portfolio management allows us to serve you without compromise and we only make recommendations that are suited to help achieve your goals based on your individual risk tolerance and objectives.

Richard Shields, CFP®

Financial Advisor, Chief Executive Officer

480-264-6070
480-264-6149

Richard has been in the financial services industry for over 30 years.  A native of Arizona, he graduated from Northern Arizona University, with a Bachelor of Science in Business.  Richard has prided himself on building a firm that focuses on the individual needs of his clients.  He is firmly committed to achieving his clients' goals.

Richard holds the elite designation of CERTIFIED FINANCIAL PLANNER™ professional, and is an active member of the Phoenix Chapter of the Financial Planning Association.  Richard understands the importance of education, and is committed to educating his clients through seminars, workshops and classes.  Richard believes his greatest professional achievements come from the realizations of his client’s dreams.  He helps his clients achieve these dreams through his holistic approach to financial planning and through his RIA firm, Synergy Financial Group of Arizona, and his affiliation as a registered representative with United Planners.

In his spare time, Richard enjoys riding his bright yellow, GL 1800, Gold Wing Motorcycle.  He is also an active bicyclist and participates in local cycling events.  He actively participates in community events and contributes to many local and national charities.

 

Jenna R. Thornton, CFP®, ChFC®, AAMS®, EA

Financial Advisor, Chief Operations Officer

480-264-6070
480-264-6149

Jenna has over 16 years of financial industry experience, with a primary focus on tax, investment, and retirement planning. She has focused her niche on serving retirees or those planning for retirement and is dedicated to helping her clients achieve their goals. She co-owns Synergy Financial Group of Arizona with Richard Shields and is a registered representative of United Planners.

Jenna is a fully licensed financial planner, maintaining her Series 7, 63 and 65 securities licenses as a registered representative of United Planners.  She also holds her Arizona state insurance license. She has earned an A.A. degree in Financial Services from the University of Phoenix and has earned her Bachelor's Degree in Finance and Economics from Grand Canyon University. 

As a testament to her commitment to her field of expertise, Jenna also maintains many credentials including the elite designation of CFP®, CERTIFIED FINANCIAL PLANNER TM and the advanced financial planning designation of ChFC®, Chartered Financial Consultant, and also holds her AAMS®, Accredited Asset Management Specialist, designation. Additionally, Jenna is an Enrolled Agent, a credential awarded by the Internal Revenue Service that grants her the authority to represent taxpayers on their behalf.  Jenna is committed to not only meeting her stringent continuing education requirements, but surpassing them by attending seminars, conferences, and classes on a regular basis, then applying her knowledge for her clients' benefit.

Jenna shares her life with her husband, Justin, their two children, Kyla and Cole, and their three dogs, Jace, Sadie and Kasper. Jenna is a passionate animal activist and devotes her free-time to the rescue and rehabilitation of animals. She is an active member of her community, and supports many non-profit organizations including the ASPCA, the Humane Society of America and the World Wildlife Fund.  In her spare time, Jenna enjoys spending time with her family camping, hiking and just enjoying the outdoors.

David Broyles

Financial Advisor

480-264-6070
480-264-6149

Since 1980, David has been serving the needs of investors.  As a financial advisor with Synergy Financial Group of Arizona (SFG), he has the support of a firm that shares his dedication to putting his clients’ needs first and gives him the freedom to act only in each investor’s best interest.  Financial services are: Investments, Retirement Planning, Estate Planning and Insurance Services.

Prior to being an Investment Advisor Representative at SFG, David served as an assistant branch manager for First National Bank of Arizona and Arizona Bank.  He joined Dean Witter as a financial advisor trainee in 1979, and went on to hold management positions with Dean Witter, Prudential Securities, Sutro & Company, A.G. Edwards, and Raymond James.

David received his Bachelor of Science in political science from Arizona State University with a minor in business finance, and later earned the CERTIFIED FINANCIAL PLANNER® certification in 1987 from the College of Financial Planning in Denver, Colorado.  In addition he holds his Series 7, 8, 63 and 65 Securities licenses, as well as health, life, and variable insurance licenses.

As a former member of the U.S. Army, David served in the 4th Infantry Division in Vietnam from 1968 to 1969 and was honorably discharged in 1971.  He currently serves his community as a member of philanthropic and charitable organizations.  His past affiliations include the finance committee for St. Joseph’s Hospital, the Chandler Regional Hospital Foundation board, Gilbert Chamber of Commerce, where he served as co-chairman of the governmental affairs and business development committees, and current member of the Tempe Chamber of Commerce. David also served on the board of the Arizona Salvation Army, and has been a member of Mesa Sunrise, Fort Yuma, Flagstaff, and Tempe Rotary. For many years, he has been active in the Rotary’s foreign exchange student program, helping to support the importance of global education. David is presently a Red Cross Volunteer.

Born in Pasco, Washington, David is a longtime Arizona resident.  He currently resides in Gilbert with his wife of 34 years, Betsy.  The couple has two grown children, Matt and Jennifer, and four grandchildren.  Beyond work and community, David enjoys reading, traveling and indulging his enthusiasm for sports, including football, golf, hiking and fly-fishing.

Richard K. Shields, Jenna R. Thornton and David Broyles are registered representatives offering securities through United Planners Financial Services.  Member FINRA/SIPC  Investment advisory services are offered through Synergy Financial Group of Arizona, a Registered Investment Advisory Firm in the state of Arizona.  United Planners does not provide tax or legal advice.  United Planners and Synergy Financial Group of Arizona are independent companies.  This communication is strictly intended for individuals residing in AZ, CA, HI, MT, PA, UT, & VA..  No offers may be made or accepted from any resident outside of AZ, CA, HI, MT, PA, UT, & VA.  Content copyright 2013.  Synergy Financial Group of Arizona.  All rights reserved.

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