Broker Check

Our Firm

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

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...

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

Financial Advisor, Chief Operations Officer



Jenna has over 20 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...

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