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

Stephanie Goertz

Case Manager

Biography

Born and raised in Arlington, Texas, I graduated from Texas A&M University with a BBA in Marketing, then moved to Austin to work in the public sector for 17 years – first with the Texas Lottery Commission and then with the Texas Department of Agriculture (TDA). Both were rewarding jobs that gave me the opportunity to deal with a variety of people while providing customer service on many different levels.

In 2011, following cutbacks at TDA due to a reduced state budget, my career went in a completely different direction. I obtained an office manager position in a dentist’s office in South Austin for two years, where I gained experience in dental insurance and running a productive and efficient office.  I knew this position was a stepping stone in my career, and I kept searching for something closer to my family and home in Bastrop. As luck would have it, I was hired by Bastrop Independent School District, where I’ve worked for the past six years as an administrative assistant, and most recently in the Finance Department as an Accounts Payable/Payroll Specialist…until I was asked by Michael Hosford to work for SynergyPhD.

As a personal client of Synergy for eight years, my husband and I have always been impressed with Michael and his approach to investing for retirement, and we know our funds are being managed by one of the best in the business. I am honored to become one of the SynergyPhD team and look forward to supporting our agents as they help other people realize their financial goals.

Contact Info

Office Phone: (512) 985-6174
Toll Free: (844) 782-7526
Fax: (512) 985-5181
Stephanieg@synergytx.com