Monthly Archives: February 2022


Preparing for Tax Season With Mark Burns, CFP®, CIMA® and Sarah Zvekan

Tax season is on the horizon once again but, if you think about taxes all year round it doesn’t have to be such a burden at this particular time of year.

In this episode, David Vallieres speaks with Mark Burns, CFP®, CIMA®, chief executive officer and investment officer and Sarah Zvekan financial advisor at Synergy Capital Solutions. They discuss how to prepare for tax season, creating retirement plans that clients can be excited about, and the importance of investment planning.

Mark and Sarah discuss:

  • Building a stable cash flow plan for after retirement to mitigate risk
  • Creating retirement plans that are client oriented and help clients visualize an end goal
  • Investment planning and the importance in creating a diverse portfolio of well managed assets 
  • Passing down your values and your wealth to your family through wealth transfer planning
  • And more

Connect with Mark Burns:

Connect With Sarah Zvekan:

Connect with David Vallieres:

About Our Guests:

Mark Burns began his financial services career in 1982 and quickly became a widely recognized advisor for Wells Fargo Advisors and its predecessor firms. Mark focuses on investment planning and consulting, in addition to overseeing the asset management process. He spearheads the Synergy Investment Committee which manages client portfolios on discretion using Synergy Strategy Portfolios. Mark believes continuing education enhances Synergy’s advisory services and investment strategies. 

Sarah Zvekan delights in working hand in hand with clients in developing their goals that drive their long-term financial plan. Sarah enjoys helping clients organize their financial life to lessen their burden and stress. She has a high level of proficiency in the financial planning platforms that are used to serve clients and is consistently willing to leverage specialized tools to empower clients to accomplish their goals.


Financial Concerns Changing with Age With Norton Stern

Part of the role of a good financial advisor is to be able to change with your clients and meet their needs to relieve their concerns. 

Your market advisor should be able to identify those concerns and create a plan of action based on that information.

In this episode, David Vallieres talks to Norton Stern, advisor at Synergy Capital Solutions to discuss the financial setbacks he’s seen within his career and how he was able to manage them. Plus, how his financial outlook has changed as he aged.

David and Norton discuss:

  • How he is adapting to financial concerns to prepare his clients for potential issues
  • Modern technology and its potential misuses in the future
  • The different mindsets of clients based on their age 
  • And more!

Connect with David Vallieres:

Connect with Norton Stern:

About Our guest:

Norton Stern assists Synergy Capital Solutions as a specialist in institutions and charitable foundations. He began his financial services career in 1969 creating a diverse and multi-layered scope of experience. He also works with individuals and families to continually monitor and provide individualized plans. Prior to joining Synergy’s predecessor firm, he was the registered principal and president of Franklin Financial Investments, LLC. Norton holds the Series 1, 24, 63, 65 licenses along with Life, Health and Accident, and Variable Annuities Insurance licenses.