Broker Check


Synthesis Wealth Team (from left to right): 

(Back) Ellen Springer, Sandy Kogan, Tammy D'Angelo, Will Zimmer, Alex Freeman,  Alex Gonzalez

(Front) Kim Luthy, Alex Panas, Daniel Singer and Eric Rosenberger


Synthesis Wealth Planners (from left to right): Kim Luthy, Alex Panas, Daniel Singer and Eric Rosenberger.

SWP Planners:

Alex Panas

Alex Panas, CFP®, AIF®

Managing Partner & Wealth Planner

Daniel Singer

Daniel C. Singer, CFP®, ADPA®

Managing Partner & Wealth Planner

Eric Rosenberger

Eric K. Rosenberger, CFP®, CFS®

Managing Partner & Wealth Planner

SWP Team:

Our Process

Ellen Springer

Client Service Specialist

Our History

Tammy D'Angelo

Senior Healthcare Specialist and New Business Coordinator

Our Values

Sandy Kogan

Office Coordinator

Our Values

Alex Freeman

Client Service Associate

Our History

Will Zimmer

Associate Wealth Planner

Our Process

Alex Gonzalez

Marketing Coordinator

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.