ABOUT THE FOUNDER
Samara Terrill, MBA
Samara works with clients who are building and preparing for retirement, planning for their families, and personal wealth. She believes in looking at the whole picture, using a total wealth management approach. Samara helps her clients invest according to their objectives, assess and meet their insurance needs, and provide a plan to successfully transfer wealth to future generations.
Samara also specializes in helping companies attract and retain top client, through employee benefits, and helping company owners maximize their savings for retirement.
Whether starting employee benefits like health care, employer sponsored IRAs, or creating and maintaining 401ks, let Synergy Wealth Management help get your started.
Founder and Wealth Manager
Samara earned her Masters in Finance and International Business from Oklahoma City University. She began her career in financial services in 2010 with Morgan Stanley. Samara then moved to Merrill Lynch where she worked with other advisors, and experienced how the client relationships and client care is what makes the difference between a good advisor and a great advisor. Joining an independent firm then gave Samara the opportunity to work for a more diverse group of clients, and truly serve them to best meet their individual needs.
Samara holds a series 7 & 66, as well as her life, accident and health Insurance license.
Belpointe Asset Management
As a fiduciary, Synergy Wealth Management and its founder, Samara Terrill are required to be associated with and supervised by a Registered Investment Adviser. We have chosen to associate with Belpointe Asset Management, LLC, (“Belpointe”). Partnering with Belpointe allows Synergy to give you the full attention of a small boutique firm, with the support of extensive resources Belpointe family office provides.
Belpointe which was founded in 2007 in Greenwich, Connecticut, manages over $3 Billion in assets; and was recently ranked one of the top 300 Registered Investment Advisers in the United States by the Financial Times. Belpointe has advisors and offices throughout the country, including an office in Newport Beach and Palm Desert.
Belpointe’s resources support Synergy Wealth Management’s operations and provides regulatory compliance oversight, led by its Chief Compliance Officer, Belena Vincetti. Belpointe also provides institutional quality investment management led by Chief Investment Officer, Gregory Skidmore and Chief Strategist, David Nelson; and enhanced client service to my clients by providing associate wealth managers to support my business. Most significantly, Belpointe provides me a partner with outstanding professional credentials and a breadth of experience supporting investment advisors.
Chief Compliance Officer
Belena Vincetti, MBA, CFP® is the Chief Compliance Officer of Belpointe Asset Management, LLC. Belena has over a decade of experience in securities and insurance Compliance, with over 15 years in the financial services industry, having run a boutique financial planning firm most recently. Her experience spans back-office, operations, staff development, and personal financial planning and investment management. She is a graduate of Truman State University with a bachelor degree in biology and French as well as a Master of Business Administration from University of Wisconsin-Madison.
Before joining the financial industry, Belena lived and worked in France for a couple of years and previously owned an art gallery just outside of Madison, Wisconsin. Belena lives in Milwaukee, Wisconsin with her daughter, Scout, and is actively involved in the local art community.
Chief Investment Officer
Gregory Skidmore founded Belpointe Asset Management with Brandon Lacoff in 2007. Greg currently serves as the Chief Investment Officer of Belpointe Asset Management.
Greg’s career in finance started when he joined Advest, formerly a subsidiary of AXA Financial, where he spent time in Equity Research and Institutional Sales, working to generate investment ideas for large institutional clients. He then took that experience to Smith Barney where he designed and managed portfolios for one of the premier private wealth management teams within Citigroup. He then went on to start Belpointe Asset Management.
Greg graduated from Connecticut College in 1999 with a dual major in Economics and History. He has completed the SACRS UC Berkeley Haas School of Finance Public Pension Investment Management Program. In addition, he has passed the series 7, 24, 63, 65 securities exams and he has passed the Connecticut life and health insurance exam.
David Nelson serves as Belpointe’s Chief Strategist. David manages a quantitative US equity strategy called Alpha Select and series of investment portfolios that use an advanced form of tactical investment management called Trend Aggregation. David has been in the Financial Services Industry for over 25 years. David founded his own investment firm in October 2000. Prior to forming DC Nelson Asset Management, David was a portfolio manager at Lehman Brothers’ New York City office, where from 1997-2000, he was responsible for managing the assets of high net worth clients and small institutions. Lehman approached David at Morgan Stanley Dean Witter where, from 1995-1997, he played an active role in management at their flagship New York City office. Previously, he was a Financial Consultant for Merrill Lynch. He is a Chartered Financial Analyst (CFA), a designation issued solely by the CFA Institute. He is a frequent commentator and guest on Bloomberg TV, CNBC, Fox Business, TheStreet.com, and Yahoo Finance where he discusses markets, economics and individual securities.
David’s press appearances and investment commentary David’s Yahoo Finance Blog
David also frequently lectures on the financial markets, including several recent appearances before the American Association of Individual Investors (AAII). David’s investment career follows his well-publicized success in the entertainment industry where he performed with recording artists The Turtles and David Johansen.
TD Ameritrade is our custodian and is the platform through which we execute transactions on your behalf as your fiduciary. TD Ameritrade is an independent and SEC-registered broker-dealer and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), which provides custody of client accounts, securities, trade execution, clearing, and settlement of transactions.