Meet Our Team
Matt Hudack,CLU, ChFC
President For over 35+ years, Matt has provided his expertise in personalized financial planning, business planning, employee benefit plans, estate planning, and retirement planning. READ MORE
Riley Hudack
Wealth Planning Advisor Riley’s areas of expertise include investment analysis and management, retirement mapping, estate planning, personal finance planning and insurance auditing. He values adding information and education in working with clients to help them understand the ramifications of their financial decisions. READ MORE
Brian Galey
Wealth Planning Specialist Brian Galey is an insurance specialist with Financial Synergistics Group, Inc. He enjoys working with clients providing solutions to create, grow, and protect their wealth through customized financial strategies. READ MORE
J.T. Murphy
Wealth Planning Specialist Continuing a legacy as a third-generation expert in insurance planning, J.T. Murphy is a Wealth Planning Specialist at Financial Synergistics Group, Inc. His deep-rooted understanding of the industry, combined with a passion for finance, investments and real estate, guides his work with business owners, individuals, and families in making informed financial decisions. READ MORE
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CORPORATE HEADQUARTERS
180 E. Main Street, Suite 206 Tustin, CA 92780 T. 949.329.3408 F. 949.377.3268 REGIONAL OFFICE
2911 Turtle Creek Blvd, Suite 300-11a Dallas, TX 75219 T. 949.329.3406 F. 949.377.3268 |
Karin Egan, ALMI, ACS
Director of Operations & Corporate Accountability With more than 30 years in the financial services and insurance industry, Karin Egan brings extensive experience and expertise to the firm in the areas of business development, sales leadership, financial performance, talent management and development, and leveraging the best tools in the industry for achieving excellence for clients and the firm. READ MORE
Katrin Hecht Bandhauer, MPA
CPA (1985 - 2010) Insurance & Retirement Planning Associate Katrin Hecht Bandhauer, MPA, is an Insurance and Retirement Planning Associate for Financial Synergistics Group, Inc. Her responsibilities include directing proactive client communications, serving as a client liaison with strategic alliances, insurance and retirement planning, as well as being an existing small business owner coordinator for timely and seasonal planning opportunities. READ MORE
Evette Smith
Client Services & Compliance Associate Evette is a Client Services and Compliance Associate for Financial Synergistics Group, Inc. Her responsibilities include supporting our clients’ financial planning goals by assisting them in complying with policy requirements and encouraging them to engage in activities that reduce premiums and further support their estate planning efforts. READ MORE
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CORPORATE OFFICE
180 E. Main Street, Suite 206 Tustin, CA 92780 T. 949.329.3408 F. 949.377.3268 |
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REGIONAL OFFICE
2911 Turtle Creek Blvd, Suite 300-11a Dallas, TX 75219 T. 949.329.3406 F. 949.377.3268 |
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