National HeadquartersNational HeadquartersAmarillo, TXEvansville, INIndianapolis, INKansas City, MOLa Grange, TXOverland Park, KS 844-782-7526 (806) 467-8822 (812) 454-5689 (317) 496-0111 (816) 492-3322 (979) 968-2700 (913) 298-0606

Michael Hosford

Founder & CEO

Office Phone: (512) 581-4391
Cell: (512) 665-0789
Fax: (512) 581-4399


I grew up a little bit differently. While I grew up in Bastrop, TX I moved out of my house when I was fourteen years old due to a challenging home life. While I was fortunate to find a welcoming foster family, this left an indelible impression on me and challenged me to learn and understand how money works. I put myself through college by working for four years at Wal-Mart, and then launched Synergy, an independent financial advisory firm, during my senior year at Southwest Texas State University.

I graduated with a BBA in Finance in 2001. In 2002, I was asked to address the advisors at a large financial services firm at their Leaders’ Conference in Hawaii. In 2002 I was also named to American General Life’s prestigious Legion of Honor.

I have spoken all over the nation to clients and advisors and I have qualified for the Million Dollar Round Table* (MDRT)**, Court of the Table*, and Top of the Table* on numerous occasions. In addition to helping hundreds of teachers understand and improve their pension plans, I have helped many high net-worth individuals including NFL and MLB professional athletes properly structure their wealth distribution plans.  I believe that my success comes from treating each client the way I would personally like to be treated and giving them the care and attention they deserve.


Investment Advisory Representative
Million Dollar Round Table
Court of the Table 17 years - Top of the Table 13 years
American General Legion of Honor, 2002
Member of NAIFA

* The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.

Contact Info

Office Phone: (512) 581-4391
Cell: (512) 665-0789
Fax: (512) 581-4399