About Us
Synergy RIA Compliance Solutions
Synergy is a service first, adviser oriented consulting firm.
We advocate for advisers by leveraging our extensive experience with regulatory guidelines. Anyone can read regulations and click through a task management website. But it takes an additional level of expertise to recommend best practices and to build customized workflows that fit your business.
to provide registered investment advisors with customized, tailored compliance solutions at an affordable price.
Our first priority is your best interest.
We understand that compliance is not a one-size-fits-all model. Our focus is to make sure that each firm is treated based on the things that make that client unique, with the goal being to foster a trustworthy and dependable experience.
Meet Our Team
combining our shared years of experience and expertise to provide Solutions

Eric J. Moeller
Director of RIA Consulting

Isabel Leong
Director of Operations

David Gill, MBA, PMP®
Director of Strategic Management

Ashley Hunter
Compliance Consultant

Kate Hall, IACCP®
Senior Compliance Consultant

Isis A. Corbett, IACCP®
Compliance Consultant

Darian R. Powell, IACCP®
Business Process and Systems Manager

Jakele Zeglen
People and Operations Lead

Marc Gibson
Chief Technology Officer




