Leadership
Leadership
Brian M. Roberts CFS®
CEO, General Agent
Brian Roberts, CEO of Synergy Wealth Solutions, is a passionate leader for one of the largest MassMutual firms in the Midwest. He leads with compassion to motivate, empower, and inspire high performers.
Brian began building his financial services practice over 20 years ago with the goal to positively impact those he works with. He built a successful wealth management practice over the years helping families reach their financial goals and pushing them to achieve personal happiness and success.
With his driven attitude and desire to help others, Roberts was a five-time Advisor of the Year for MassMutual St. Louis most recently in 2015*, a top 125 Nationally Ranked Advisor for MassMutual several years in a row (2010-2015).*
As a top advisor, Brian always knew he wanted to make a bigger impact. He took this desire to be in leadership and co-founded R&F Financial Group. As a Sales Manager, he was nationally ranked as the #1 Sales Unit in the West Region for MassMutual and qualified for the Sales Management Council 12 consecutive years (2003-2015).**
With a history of doing all that he could for his clients and a proven track record of success as a sales leader, Brian Roberts was afforded the opportunity of a lifetime to become CEO of two of the largest MassMutual offices in the Midwest.
He jumped at the opportunity to take his passion to lead and help others on a greater scale. He now leads Synergy Wealth Solutions, which has become one of the larger offices in the MassMutual system with over 200 advisors, staff, and brokers covering a five-state region. Synergy Wealth Solutions helps individuals, families, and businesses with insurance, investments, and comprehensive financial planning.
Outside of work, Roberts’ life is devoted to his family and community. He and his wife, Kylee, have two amazing children, Kendall and Brock, that are the light of their lives. They love spending time hunting on their farm or boating at their lake house. They live with the core values of selflessness and humility and are passionate about giving back. They created two foundations for charitable giving scholarships so that two candidates a year can go to college; the Friends of Cale Estabrook Scholarship Fund and the Mitch Roberts Memorial Fund. He loves coaching, mentoring, and spends his time volunteering as a youth coach. He also serves on the Board of Fellowship of Christian Athletes and administers a Servant Leadership Program.
*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.
***Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are sales managers of MassMutual.
Kara Perry
Chief Operations Officer
(314) 548-4879
Kara Perry is the Chief Operating Officer of Synergy Wealth Solutions, where she is driven by a passion for helping people and a deep commitment to servant leadership. Kara is dedicated to empowering others to be their very best while delivering exceptional service to both advisors and their clients.
Her journey in the financial services industry began on a college campus with New England Financial, where she gained experience in marketing, recruiting, and training. To fully understand the work of the advisors she supported, Kara became licensed—an experience that gave her firsthand insight into the impact financial services has on people’s lives. She quickly fell in love with the industry, recognizing its unique ability to help individuals and families during some of the most important moments they face.
Kara continued to grow personally and professionally, serving as Operations Director at MetLife and later as Director of Operations at MassMutual St. Louis. During her time at MassMutual St. Louis, she met Brian Roberts and became inspired by a shared vision to build one of the premier financial services firms in the country. That vision ignited her passion, ultimately leading her to become the COO of Synergy Wealth Solutions.
Kara deeply loves her firm and takes immense pride in the people and relationships she has built along the way. She is especially proud of her staff and the culture they have created together.
Personally, Kara grew up in St. Louis, where she played sports and developed a lifelong love for teamwork and competition. She attended Quincy University on a soccer scholarship and later earned her master’s degree while coaching soccer at Lindenwood University. She is an avid Mizzou fan, where she met her husband, Brad, at a Mizzou tailgate. Together, they live in Wentzville, Missouri, with their six-year-old twins.
Outside of work, Kara cherishes time with her family, loves being a mom, and is a devoted follower of Jesus.
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