Welcome to the inaugural episode of Your Financial Plan-It Podcast! 

In this episode, you will meet your host, David Vallieres, chief operating officer at Synergy Capital Solutions. Get to know David as he shares his firm’s financial-planning philosophy, how his role as a youth hockey coach influences his work, and more. 

In this episode, you will learn:

• About Synergy’s mandate when helping families and businesses  
• Who David Vallieres is: his leadership role, financial career, hockey, and family 
• David’s best recommendation for clients, family, and friends
• And more!

Tune in now to the first official episode of Your Financial Plan-It Podcast!

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.