Our team is
Your team
At the heart of Zynergy Financial Group is a commitment to integrity, authenticity, dependability, and honesty. These values guide us in every interaction, ensuring that our clients receive the support and guidance they need on their financial journeys.
Our Story
Since our founding in 2014, we have believed that true synergy comes from working together to create a greater outcome. At the heart of Zynergy Financial Group is a commitment to integrity, authenticity, dependability, and honesty. These values guide us in every interaction, ensuring that our clients receive the support and guidance they need on their financial journeys.
As a CPA, I bring a unique perspective to financial planning, particularly in navigating the complexities of tax considerations. This experience allows me to provide insights that are crucial for crafting comprehensive financial strategies. Being a woman also offers me a special understanding of the challenges and opportunities that women face in managing their finances. This perspective enables me to connect with clients on a deeper level, fostering an environment where they feel understood and empowered.
Kelly Parker, CPA, CFP®, RICP®
Owner & Advisor
What inspired you to start helping people with their finances? Back in 2002, I realized just how many people needed a guiding hand to feel financially confident. As a CPA, I was already in the trenches, helping clients make crucial...
Cade Danielson
Client Services Associate
My passion lies in building meaningful relationships with people to help them create a more secure financial future. I learned early that financial confidence allows families to focus on what truly matters most. While I initially...