About Michael Schellinger

Michael Schellinger RICP®, CLTC®, NSSA®, EA is the Founder of the Synergy Group of Companies — a family of firms built on the belief that true financial success comes from coordination, not fragmentation. With more than 25 years in the financial services industry, Michael has guided families, professionals, and business owners through every stage of wealth creation and protection, always with one principle in mind: clarity and confidence must come first.

Michael began his career focused on protection planning, where he quickly discovered that most clients were being underserved by siloed advice. Insurance, investments, and taxes were treated as separate conversations — leaving families exposed to risks and missed opportunities. Determined to change that, he built Synergy as a comprehensive ecosystem: wealth management, insurance, tax strategy, and real estate all working seamlessly together.

Each division reflects Michael’s vision of integrated planning designed to reduce financial burden, safeguard families, and unlock opportunities. His unique approach combines deep technical expertise — from retirement income planning and tax optimization to advanced insurance design — with a client-first philosophy honed through decades of real-world experience.

What sets Michael apart is not only his credentials, but his ability to translate complexity into clear, actionable strategies that make people feel secure about their future. Clients describe him as both a strategist and a teacher — someone who equips them to make informed decisions while standing by them through life’s biggest transitions.

Today, the Synergy Group of Companies serves as the culmination of Michael’s entrepreneurial vision and relentless pursuit of better outcomes. Every entity was founded solely by him, shaped by years of leading and training other advisors, and driven by the belief that families deserve advice that works in harmony across their entire financial life.