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ERISA

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PLAN ADMINISTRATOR FIDUCIARY SERVICES

& Plan Trustee

Retirement Plan administration
About Us

Russell McNorton – President

Retirement is not a destination.  Retirement is a journey.  You don’t arrive at the perfect retirement.  You create it.  This is why Synergy Capital Family Offices was formed.  It takes a team to create the perfect retirement and an efficient path to it.  Russell McNorton was born and raised in Corpus Christi, Texas.  He graduated from Marry Carrol High School in 1991 and joined the US Army.  He was stationed in Kentucky with the 101st Airborne division.  His goal was to be a police officer for the City of Corpus Christi just like his father.  Russell joined the Corpus Christi Police department in July 1994.  He is very passionate about helping people.  In 1997, if was offered a position to work with American General and took the position on a part-time basis.  In 2000 he resigned from the Police Department and took on a full-time position as a financial advisor.  Russell had earned licenses as a General Securities Registered Representative, and Services 6 Investment Company Products / Variable Life Contracts Representative.  He is currently completing his master’s in Accounting and Business Finance.  In 2002, he created Strategic Financial Concepts, an RIA, and manages over 125,000,000 under management.  This practice was sold in 2007 and is currently still running strong.

Armed with the knowledge he’s gained from over 25 years of experience, Russell and his team developed Synergy Capital to be a family office.  Life is very complicated, and it takes a sophisticated plan to help you get from here to retirement and then focus on the transition of assets to your family.  Our proprietary system creates the ideal guidance for families and those planning to retire to achieve the financial dreams they desire.

At home, Russell loves spending time with his family.  He has been married for over 25 years to the love of his life, Gayle, and they have eight awesome children.  Alyssa, Mykaela, Russell, Patrick, Ellayna, Paul, Mathew, and Maximus.

Russell is a member of the Corpus Christi Rotary Club, the Knights of Columbus, and Catholic Charities.  Russell also enjoys playing sports with his children, cooking for his family, and most of all being a daddy.

Joe Maas Chief Investment Officer

CFA, CFP, Chfc, CLU, Msfs, CVA, ABAR, CMAA, CCIM

His knowledge is deep and wide on a host of topics including portfolio construction and investment risk mitigation. He’s also a business valuation expert and has many other skills sets as enumerated by his many designations. Joe was also recently added to the Board of Directors for the National Association of Active Investment Managers (NAAIM).

Joe Maas is the Chief Investment Officer and leads portfolio manager for Synergy Capital.  A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

Mr. Maas holds a variety of world-renowned professional designations; he is a CFA (Chartered Financial Analyst) Charterholder, which is the world’s most respected investment professional achievement. In addition to the CFA, Mr. Maas is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). Mr. Maas’ professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million.

Mr. Maas earned his reputation as a Certified Financial Planner™ (CFP®), having fulfilled the requirements of the Certified Financial Planner Board of Standards, and is also a chartered financial consultant (ChFC) qualified to provide comprehensive, advanced financial planning.

Adding to Mr. Maas’ many skills are his specialties in life insurance and estate planning as a chartered life underwriter (CLU®) and is a certified commercial investment member (CCIM™) with expertise in commercial and investment real estate. In 2000, Mr. Maas earned his Master of Science in Financial Services (MSFS) from The American College.

See what we can do to help you attract and keep talent.

Retirement Plan administration

Address: 4639 Corona #26 Corpus Christi, TX 78411
Phone: +1 (361) 271-1211
Email: admin@401kadministration.org