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@synergyfinancialgroupaz.com

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@synergyfinancialgroupaz.com

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...

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David Broyles

Financial Advisor

david@synergyfinancialgroupaz.com

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...

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Robert Escamillo

Registered Investment Advisor

Robert J. Escamillo is a Registered Investment Advisor with Synergy Financial Group of AZ. His career began in 1983, and he has worked in both large and small firms over the years. Robert is an Arizona native and served in the United...

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Aynsley Underwood

Administrative Assistant

Aynsley has worked in the financial industry as an Administrative Assistant for 7 years. Her career started in Washington, working for a firm that focused primarily on the military. The diversity in the clientele allowed for a wide...
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