Synergy Wealth Management, LLC

Tyler Kotlarz is a financial advisor at Synergy Wealth Management, LLC in Grand Rapids, MI, holding a Series 66 designation with 11 years of industry experience. He has been with Synergy Wealth Management since 2014. Outside of his advisory role, Kotlarz is involved in several business ventures including an auto body shop where he assists with front office operations, ownership of a storage facility company, and a partnership in a used car dealership. Synergy Wealth Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is based on academic research and strategic asset allocation, primarily using no-load mutual funds and Modern Portfolio Theory, with ongoing portfolio monitoring and periodic rebalancing.

Ryan Huyser is a financial advisor at Synergy Wealth Management, LLC in Grand Rapids, MI, with 20 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors LLC for seven years before joining Synergy Wealth Management in 2016. Outside of his advisory role, he serves as an Endowment Committee Member for the West Michigan Environmental Action Committee. Synergy Wealth Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is based on academic research and strategic asset allocation, utilizing no-load mutual funds and applying Modern Portfolio Theory with ongoing portfolio monitoring and rebalancing.

Fredrick Iacovoni is a financial advisor at Synergy Wealth Management, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Synergy Wealth Management since 2015. Outside of his advisory role, he owns and operates Mitten State Guide Service, LLC, where he works as a fishing guide. Synergy Wealth Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement-plan consulting. The firm employs an investment approach based on academic research and strategic asset allocation, utilizing no-load mutual funds and managing portfolios through Modern Portfolio Theory with ongoing monitoring and periodic rebalancing.