Meet the Team

Specialized Expertise to Help Business Owners

Leadership

Joe Maas, CFA, CFP, CLU, ChFC, MSFS, CCIM, CVA, ABAR, CM&AA

Founder/Chief Investment Officer

Joe Maas is the Chief Investment Officer at Synergy Asset Management, LLC. His professional qualifications include the CFA (Chartered Financial Analyst) designation, a hallmark of excellence in the investment industry.

In addition to his CFA, Joe is a Certified Valuation Analyst (CVA) and is accredited in Business Appraisal Review (ABAR). His expertise extends to being a Certified Merger and Acquisition Advisor (CM&AA), specializing in facilitating transactions for middle-market businesses with revenues ranging from $5 million to $500 million.

Joe’s credentials also include being a Certified Financial Planner and a Chartered Financial Consultant, enabling him to provide comprehensive financial planning for business owners.

Todd Jessup, CFA

President/Chief Compliance Officer

Todd Jessup is a seasoned investment professional, recognized for his expertise in serving institutional investors. With a strong background in equity research, investor relations, and asset management, Todd has excelled in hedge funds and pension funds.

Having held key roles in several companies, he currently presides in the leadership team as the President at Synergy Asset Management, LLC, where his wealth of experience directly benefits business owners and their unique financial needs.

Business Development

Ryan Rippy

Director of Advisor Services

Jason Zalarick

Vice President of Advisor Services

Operations

Mary Kate Robertson

Director of Operations

Susan Katris

Sr. Operations Associate

Cassidy Huckabay

Operations Associate

Investment

Frank Roman

Alex Kopel

Portfolio Manager

Alexander Wheatley

Investment and Trading Associate

Kevin Williams

Investment Advisor Representative

Kellie Chandler

Investment Associate

Fair and Balanced Disclosure:
Levels of experience and professional credentials or designations should not be construed as a guarantee of client satisfaction or any particular outcome. Please see our Disclosures page for further discussion of the professional credentials and designations discussed on this page. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Investment advisory services offered through Synergy Asset Management, LLC.