Synergy
Mason Marozas is an experienced financial professional currently serving as an LPL Financial Advisor at Synergy since June 2019, specializing in financial and tax planning for business owners in growth mode while providing individualized financial advice. In December 2023, Mason co-founded The Loop ATX, a networking group for young professionals aimed at fostering relationships to cultivate future business leaders. Earlier experiences include serving as a Peer Educator at The University of Kansas, where Mason helped students analyze and manage their finances, and working as a Brand Associate at Bixy, a startup focused on consumer-driven online advertising. Mason’s educational background includes a Bachelor's Degree in Finance, Business Management, Leadership, and Entrepreneurship from The University of Kansas and a high school diploma from Saint Thomas Aquinas High School.
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Synergy
Synergy is a diverse, turn-key financial services firm that specializes in providing financial planning coupled with superior service. What this means to our clients is that they can expect personal attention and comprehensive strategies. Retirement Income Needs • Disability Income • Saving for College • Going through a Divorce • Death in the Family • Income Taxes • Emergency Savings • Litigation • 401(k) Rollover from old job • Lack of preparation for any of the above Every client requires a very specific type of planning. These are the situations that allow our team to really shine with the help of our professional partners. Our relationships allow us to bring to you Small Business Solutions and Estate Planning Strategies designed just for you. • Estate Planning Strategies • Pour Over and Simple Wills • Asset Protection Trusts • Irrevocable Life Insurance Trusts • Key Man Insurance • Buy/Sell Agreements • Deferred Compensation • Business Liability Insurance • SEP IRAs • Business Succession Preparation • Disability Buy-Out Insurance • Defined Benefit Plans • Section 162 Executive Bonus Plans • Section 125 Cafeteria Plans