About Synergy Wealth Management
Dedicated to helping families and businesses in Houston and beyond thrive financially
Synergy Wealth Management is a Houston financial advisory firm committed to delivering personalized guidance and fiduciary-level service. With deep local roots and multi-state licensing, we help individuals, educators, business owners, and families create financial plans that bring confidence and clarity.
Guidance from a team that understands your world
Our financial advisors team in Houston brings together specialists in retirement planning, wealth management, estate planning, and education funding. Several advisors have dedicated experience serving K–12 educators, others focus on high-net-worth business owners, and some bring particular insight for women navigating financial transitions.
Together, our team of independent financial planners provides holistic support, ensuring you have a partner who understands both the numbers and the people behind them. Meet the individuals behind Synergy Wealth Management on our Our Team page to learn more about their backgrounds and specialties.
Fiduciary Advisors with Diverse Expertise
Gloria Dowiak
My career as a financial advisor began in 2003 with VALIC, and in 2008, I chose to become an independent financial advisor/planner. By making this move, I have been able to better serve my clients and offer a broader, comprehensive range of services and products. In 2013, I began contracting with Cambridge Investment Research, an asset management firm that allows me even greater flexibility and access to financial products that meet my clients’ needs as an individual investor. Although I am an independent advisor, helping educators at the school district and college levels has always been a special niche for me to serve. Their trust in my ability by referring family members, friends, and colleagues to me is especially rewarding.
I earned my business degree from University of Houston Downtown in 2006 and later earned the designations as a ChFC (Chartered Financial Consultant) and RICP (Retirement Income Certified Professional). These designations have provided me with extensive knowledge of tax, trust, and product issues. I am licensed to provide any financial service in the states of Texas, Florida, and Washington.
Born and raised in Lake Charles, Louisiana, I have lived in the Houston area since 1981. Together with my husband of over 40 years, I have two grown children and three young granddaughters. In my free time, I enjoy supporting several animal rescue organizations, gardening, attending theater productions, and traveling both in the United States and abroad.
Mike Stockman
Since 1999, I have been helping individuals and families build customized strategies to grown, protect, and mage their wealth. As an independent advisor at Synergy Wealth Management, I provide objective guidance designed to help clients achieve their financial goals, whether that means planning for retirement, investing wisely, or creating a long-lasting legacy.
I work with clients from all walks of life, tailoring each plan to fit their unique needs and priorities. Over the years, I’ve also gained valuable experience assisting educators with their retirement planning, giving me additional insight into the challenges faced by those in that field.
At Synergy Wealth Management, I focus on building long-term relationships based on trust, education, and transparency. My clients value my approachable style and ability to simplify complex financial concepts, making it easier to feel confident about their financial future.
Outside of work, I enjoy spending time with Pattie, our family, and our dogs, as well as pursuing my passion for Corvettes.
John Fry, CLU, ChFC
With over 34 years of experience as a financial advisor and holding the CLU® and ChFC® designations, I specialize in delivering comprehensive, holistic financial solutions. MY approach integrates retirement planning, estate planning, and wealth management into a coordinated strategy tailored to each client’s unique goals and circumstances. By combining technical expertise with a deep understanding of my client’s priorities, I aim to provide clarity, confidence, and lasting financial security.
Spencer Murchison
My Texas roots started in the 1850’s when my great-great grandmother planted the first Cedar tree on Cook’s Mountain near Crockett, Texas. Growing up, I learned that being a good Texan means having integrity, strong family values and a kind heart. For that reason, I made it my mission to help fellow Texans looking for solid financial advice from an objective, honest and experienced source.
I earned my Bachelor of Science degree from Texas Christian University in 1990, then returned home to Houston to pursue my passion helping people manage their financial well-being. In 2009, I became an Independent Advisor and co-founded Synergy Wealth Management located in the heart of the Spring Branch/Memorial Villages. For the past three decades, I have enjoyed helping families and business owners with comprehensive financial planning, private portfolio management, wealth protection and estate planning.
I live nearby in the Spring Branch area with my wife, Katrina and two children, Farris and Fletcher. We enjoy movies, games, sports, dining, and travel.
John Varick
For more than 25 years, I’ve had the privilege of helping individuals and families design personalized strategies to grow, protect, and manage their wealth. At Synergy Wealth Management, my mission is clear: to provide objective, straightforward guidance that empowers you to feel confident about your financial future- whether you’re preparing for retirement, making investment decisions, or creating a legacy.
I work with clients from many different backgrounds and life stages and believe every financial plan should be tailored to reflect your unique goals and priorities. Over the years, I’ve developed specialized expertise in assisting educators with retirement planning, giving me valuable insight into the opportunities and challenges within that field.
What I value the most at Synergy Wealth Management are the lasting relationships I build. I emphasize trust, education, and transparency- qualities my clients often tell me they appreciate. My goal is to make complex financial topics clear and approachable, so you can move forward with confidence in your decisions.
We empower clients with transparent, independent advice that aligns with their goals and values, ensuring every decision supports long-term financial success.
Our values
Trusted Principles That Guide Everything We Do
Integrity and Transparency
We believe in clear, honest guidance, always putting your best interests first as fiduciary financial advisors in Houston.
Personalized Service
No two financial journeys are the same. We tailor every plan to reflect your unique goals, lifestyle, and stage of life.
Expertise and Education
Our advisors bring years of experience and credentials, including CFP® professionals, while prioritizing client education to make complex decisions simple.
Commitment to Community
Rooted in Houston and proud of our local ties—from The Heights to Sugar Land—we also serve clients in Colorado, Washington, and Florida with the same personalized approach.
