Synergy Wealth Solutions
Erin Caselman possesses a diverse professional background with extensive experience in both dental and financial industries. Currently serving as a Dental Assistant at Dr. Curtis Alexander D.D.S since July 2022, Erin excels in managing administrative functions, scheduling, and handling insurance operations. Concurrently, Erin works as a Financial Professional at Synergy Wealth Solutions since April 2022, after previously holding positions as a Financial Representative at Woody Financial Group, Inc. and as a Dental Assistant/Office Manager at Liberty Dental Care. Earlier roles include Community Living Specialist at Easterseals Midwest and Sales Associate at Pier 1. Erin's strong organizational skills and proficiency with Microsoft Office enhance the ability to document and maintain records effectively.
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Synergy Wealth Solutions
Synergy Wealth Solutions was built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We offer our clients the unique opportunity to leave a lasting legacy by providing holistic and comprehensive solutions, while offering premier products and the highest value of service. Our firm is committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future. Our team of over 150 financial professionals provides strategic financial solutions more than 62,000 clients every day. Trust • Integrity • Excellence • Teamwork • Service Licenses and disclosures: https://www.synergywealthsolutions.com/licenses