Philip L. Jacobson

Robert G. Fillmore


Robert joined Synergy Financial Partners, LLC in August 2017 after prior long- term careers with Guardian Life and Variable Annuity Life (VALIC). He has over 35 years of service in the financial services industry.

Robert maintains FINRA Series 7 and 24 licenses with LPL Financial, and Series 66 license with Synergy Financial Partners, LLC. Robert’s focus includes retirement planning, college planning and individual portfolio construction.

Robert’s family includes his spouse, Cathryn, daughters Vicki (educational consultant), Danette (registered Pharmacist) and granddaughter Bridget (competitive swimmer and golfer.)

His interests include travel, golf, home renovation projects and gourmet food preparation.