Meet The Team
Synergistic Wealth Management, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
David Ingle, AWMA®, CMPS® CEO
With over 25 years of experience in the mortgage and private wealth industries, David is focused on helping clients work toward their financial dreams by integrating wealth management, financial planning and mortgage planning.
“Our passion is to help people make the most important financial decision of their lives,” David says. “At Synergistic Wealth Management, all of our clients — at any wealth level — are getting the best, most straightforward guidance centered around their dreams and aspirations.”
Registered as an Investment Adviser Representative, David is a financial professional who can offer investment and insurance products and services. He completed Wharton University’s Investment Portfolio Management courses and received training as a Certified Financial Coach and Certified Behavioral Finance Expert.
Before launching Synergistic Wealth Management in 2018, David served as a top mortgage loan officer at Bank of America and trained in Private Wealth Management.