Amber Pierce, a Colorado native, is a dedicated professional, specializing in client service for 19 years. Amber has been a crucial member of the Synergy Wealth team since she began working with Scott in 2016. Her experience in the financial services industry make her aware of the important role client service play in Financial Planning-Wealth Management industry.
Amber's daily role in the company includes key communication with clients and our strategic relationship with our broker dealer, LPL Financial. In additional to organizing the workflow of account opening, client reports, and crucial money movement functions, Amber also works closely with our external partners on technology and systems.
Amber and her husband, Matt, have two children and have been involved in local community and their children's school for many years. They also enjoy outdoor activities, especially camping and boating with friends and family.