Meet Our Team

Aaron joined the financial services industry in January 2000, and he currently holds the designation of Chartered Financial Consultant (ChFC^®). Aaron provides financial guidance to business owners and individuals, through face to face meetings. He will help you clarify strengths, weaknesses and opportunities. With a needs based analysis Aaron helps ensure your personal financial strategy is aligned with your well defined goals. He will monitor your progress closely and help you make adjustments as needed.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

Kyle Ortmann is a dedicated and experienced Wealth Management Advisor based in Chesterfield, MO. Born and raised in Saint Louis, Kyle graduated from Saint Louis University High School. He comes from a family of business owners and has made it a priority to serve that market in his practice.

Kyle graduated from The University of Missouri-Columbia with a Bachelor of Science in Finance in 2010, where he also played and won a National Championship in club soccer. After graduation, he started working for Northwestern Mutual in Clayton, MO. After getting a firm grasp on protection products such as Life, Disability and Long-Term Care insurance he broadened knowledge in investment products by joining Cornerstone Wealth Management, a MetLife firm, in 2012. In 2018, MetLife sold its field force to MassMutual, and Synergy Wealth Solutions was formed where Kyle continues his practice today. He is passionate about helping people plan their future, assets, and acting as a part-time coach for his clients.

In 2022, Kyle partnered with Aaron Bockman and they transitioned their practice to a fee-based financial planning model. Their focus is to understand their client’s lives, goals and finances intimately, providing personalized solutions to pursue their financial objectives.

Kyle’s goal in financial advising is to create a book of clients that he can call family and friends. He aims to provide superior service to his clients, meeting all their needs across the board. Kyle has been happily married for 7 years to his wife Anna, and they have a daughter named Hazel and a son named Ray. Outside of work Kyle enjoys playing golf and soccer in his free time.

With over a decade of financial background from; protection planning, to investment planning, and finally to full service financial planning, Kyle is well-versed in his field. His passion for helping people reach their financial, professional, and personal goals is evident in the exceptional service he provides to his clients. He is committed to helping his clients sleep easier at night, knowing they have an experienced team supporting them.

Tony’s dedication to the financial services industry stems from a deep desire to support and uplift others. As an Investment Advisor Representative of MML Investors Services, LLC, he leverages his expertise to guide both individuals and business owners towards financial goals. His hands on approach allows him to build meaningful relationships with clients who value success, strong principles, and family.  Tony excels at helping clients identify their strengths and gaps through detailed analysis. He creates personalized financial plans that are both effective and tailored to each person’s unique circumstances and objectives.