Terry joined Synergy in 2012 to coordinate client service and business development. She provides assistance to both the marketing and business development teams at Synergy. Her responsibilities include acting as the liaison for vendors; developing internal procedure systems; and working with scheduling for both current and prospective clients. Terry has a long history in financial services, having spent 15 years in Public Finance at Seattle-Northwest Securities Corporation. She graduated from Washington State University with a degree in Finance in 1978.  Terry resides in Sammamish with her husband and has two children.


Renee has been with Synergy Financial Group, LTD since 2016 where she works with clients on back office operations and supports Palash in managing client relationships and expectations.  Renee's role as Client Relationship Manager has her processing client information and manages ongoing client project support.  Prior to Synergy, she worked worked for various non-profit agencies and executive assistant roles.  Renee is a graduate of Vanguard University with a degree in Sports Science.  She resides in Richland, WA with her husband and three daughters.