Steve Synowicki

Steve Synowicki

Director of Training

As Director of Training, Steve provides training resources and direction to our partners to help enhance operational efficiencies. He prides himself in providing extraordinary customer service and always goes above and beyond to help our clients pursue their goals.

Prior to joining Carson Wealth, Steve spent over 14 years working for two major broker-dealers in the financial services industry. He brings diverse experience to the table with previous roles in operations, customer service, compliance, supervision, technology, training and leadership development. Steve received his Bachelor’s degree in Finance and Banking from the University of Nebraska at Omaha.

When he’s not at work, Steve enjoys spending time with his wife, Lisa, daughter, Alli, and son, Jonas. He also tries to spend as much time as possible at the golf course or local fishing hole. Steve is an avid sports fan with strong allegiances to the Nebraska Cornhuskers, Chicago Bears and New York Mets.

Blog Business Management

Using Data Reports to Enhance Advisor Client Experience

Posted on February 23, 2016
The quality of your advisor client experience can mean the difference between gaining, keeping or losing clients at your wealth management firm. Serving clients well, and continuously improving the …

Blog Business Management

Navigating the Challenges of a Business Transition

Posted on October 26, 2015
A key factor that is often overlooked when considering a move to a new firm is the process of transitioning your business. You know it will take some work …