Synergy Insurance and Investments was founded in 2001 by Michael Hosford with the express idea that everyone deserves great financial planning. Our initial emphasis was to help public educators and other pensioned employees maximize their retirement choices. As our firm has grown and we have added advisers, we have expanded to help professionals, small business owners and professional athletes with protection and wealth maximization strategies.

We embrace our independence, but we’re also proud to have aligned ourselves with the nation’s preeminent providers of financial products. We believe that the process is every bit as important as the product. Our strategies embrace protection, guarantees, and tax-efficiency.  While we have grown, we still believe that everyone deserves great financial planning.

Team Members

Michael Hosford, Founder and CEO

Michael P. Hosford

Alex Piña

Alex

Bo Schobel

Bo

Kurt Marozas

Kurt Marozas

Mason Marozas

Mason Marozas

Tim Sweeney

Tim Sweeney

Chris Wymer

Chris Wymer

Contact Us

Tel: (512) 581-4391