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Brian M.  Roberts CFS®

Brian M. Roberts CFS®

General Agent, CEO

Brian Roberts wants to make it easy for his clients to plan for a secure financial future. As an experienced and knowledgeable financial advisor, Brian works with high-income individuals such as business owners, executives, physicians and medical professionals on comprehensive planning to help them manage their incomes and assets effectively in order to minimize risk and maximize opportunity. And, in addition to his work with his own clients, as a founder of Synergy Wealth Solutions Brian’s leadership role includes mentoring other financial professionals in the firm and sharing with them the skills and understanding he has gained in his financial services career.

As an advisor, Brian always listens carefully to his clients to find out what their objectives are; what’s most important to them both now and in the future. He then helps them decide on a course of action beginning with the needs they’ve identified as most critical, and provides them with a financial plan built specifically to help meet their unique needs. Whether their priorities are protecting a breadwinner’s income, building a business, saving for retirement, or leaving a legacy, Brian’s clients appreciate his high-touch process and individual attention to helping them manage their cash flow and make good financial decisions so they can not only prepare for tomorrow but may even be able to live better today.

Brian became interested in financial planning as a career while in college and earned an internship with a large, national financial services company where he began working as a financial professional after college. Brian and his wife Kylee settled in St. Louis, and when he met Mike Fleming, they realized they shared a vision of providing comprehensive financial planning with individualized “white glove” service to give their clients not only the confidence that comes with working to secure their financial future, but also a planning experience they could feel good about.

In 2002, Brian first qualified for the prestigious “Million Dollar Round Table,” which recognizes the top performers in the industry. His passion for his work is evident when he talks about the value proper planning can bring to a family, which he learned from someone who was personally introduced to Brian by his very first client. Unfortunately the gentleman was terminally ill, so the planning was done quickly but it was in place when it was needed and Brian could keep the promise he had made that the family would be taken care of. This experience taught Brian the critical importance of providing his clients with protection plans along with investment strategies for total, comprehensive planning that addresses all their financial needs.

Outside of work, Brian’s life is devoted to his family and community. Always athletic – he played football, basketball and baseball in high school – now Brian spends time volunteering his skills as a youth coach at the YMCA and in several local youth soccer, basketball, tee ball and softball leagues. Family time is spent with his wife and children, Kendall and Brock, and often includes playing sports. Brian is an avid outdoorsman and loves spending time fishing, hunting, and sport shooting with family, friends and clients.

 

CRN201811-187805