Fred is the Managing Principal of Synergy Wealth Management. He lives in Grand Rapids, MI with his wife, Heidi, and their sons, Kellen and Beauden (and we can't forget Hank, our crazy dog). When Fred is not working, he enjoys fishing, hockey, and most importantly, spending time with his family. Fred has also volunteered as a coach for the Grand Rapids Griffins Youth Foundation, a foundation to help underprivileged children learn how to play hockey.
Fred started as a financial advisor with American Express Financial Advisors, now Ameriprise, in 1995. He left American Express in 1997 to start what is now Synergy Wealth Management. The reason he left was his commitment to offering his clients the most appropriate products and services, without the constraints of a large corporation dictating what should be offered.
Fred is also an Accredited Wealth Management Advisor designee. As an AWMA® designee, Fred has obtained advanced, yet practical knowledge about critical aspects of the financial services industry. Coursework for the designation includes asset management, allocation and selection; investment performance and strategies; and taxation issues pertaining to investments for a broad range of investors including small business, high net worth individuals, and deferred compensation plans.