Mark F. Burns, CFP^®,CIMA^®

Mark has worked for four decades in financial services, beginning his financial career in 1982. With vast knowledge and years of experience, he specializes in the areas of financial planning, business consulting and the investing process. He guides the firm’s vision, team members, and future leaders to continue offering excellent services on behalf of our valued clients. Mark believes continuous education and dedicated process management enhances Synergy’s advisory services, investment strategies, and fuels the firm’s growth. He is honored to work alongside a few of his family members as well as the many talented team members fulfilling roles on the Synergy Capital Solutions team.

Mark is a CERTIFIED FINANCIAL PLANNER^™ practitioner and earned a Certified Investment Management Analyst^® designation through the Investment Management Consultants Association. He holds the Series 7, 8, 63 and 65 licenses along with Life, Health and Accident and Variable Annuities Insurance licenses.

Mark divides his time between Naples, Florida and West Bloomfield, Michigan. When he isn’t working with clients, he enjoys spending time with family and friends. He also enjoys seeing the world, reading a good spy novel, watching interesting shows and playing golf.