Brian Roberts
CEO,
Synergy Wealth Solutions
Brian Roberts is the CEO of Synergy Wealth Solutions, one of the largest MassMutual firms in the Midwest. He is a passionate, people-first leader known for motivating and developing high-performing advisors and teams.
With more than 20 years in financial services, Brian built a successful wealth management practice and earned multiple honors, including five-time Advisor of the Year for MassMutual St. Louis and Top 125 National Advisor recognition. * He later transitioned into leadership, where his teams ranked #1 in the West Region, and he qualified for the Sales Management Council for 12 consecutive years.**
Today, Brian leads Synergy Wealth Solutions across a five-state region, supporting more than 200 advisors, staff, and brokers in delivering comprehensive insurance, investment, and financial planning solutions. Outside of work, he is deeply committed to his family, community, and servant leadership through mentoring, coaching, and charitable involvement.
Brian Roberts's Sessions
- March 24
- 11:00 am
- - 11:45 am
- Breakout Session
- Culture
Great culture doesn’t happen by chance. Join Brian Roberts and Kara Perry to learn how they build a culture that feels the same no matter where you work. They’ll show the mindsets that guide their teams and the simple tools, routines, and programs that anyone can copy. You’ll leave with clear ideas you can use to bring your teams together.
