OUR TEAM
We specialize in helping individuals and small companies manage their portfolio in a low cost, academically based manner. Our team focuses on helping clients monitor their financial health so appropriate decisions can be made.
Fred lives in Grand Rapids, MI with his wife Heidi, and their sons, Kellen and Beauden. When Fred is not working, he enjoys fishing, hockey, and most importantly, spending time with his family. Fred has also volunteered as a coach for the Grand Rapids Griffins Youth Foundation, a foundation to help underprivileged children learn how to play hockey. Please click below to learn more about Fred.
Fred Iacovoni
Founder and Managing Principal
Tyler is a Financial Advisor who has been at Synergy Wealth Management since 2013. Tyler along with his wife, Stacie, and daughter Ella, are residents of Hudsonville, Michigan and while not working, Tyler enjoys being outdoors, snowmobiling, boating, and spending time with family and friends. As a previous Division I hockey player at the University of Alabama-Huntsville, Tyler still enjoys playing hockey in various men's leagues around Grand Rapids.
Tyler Kotlarz
Advisor
Ryan lives in Rockford, MI with his wife, Nikki, and their son Trevor. He is a 1994 graduate of Western Michigan University with a major in Finance and a minor in Economics. Ryan's hobbies include mountain biking, hockey, and kayaking. He also volunteers his time as a committee member for the cash reserve fund of West Michigan Environmental Action Committee (WMEAC).