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The Mergers and Acquisitions Team
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Joseph M. Maas, CFA, AVA, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP, has over 19 years of experience serving the financial needs of private wealth clients, businesses, and trusts. Joe's expertise leads the Synergetic Finance Company's Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions processes along with the firm's core financial foundation strategies. Because of his broad spectrum of expertise and his ability to manage these integrated financial services companies, Synergetic Finance and its clients benefit greatly from Joe's experience and efforts.
Before founding The Synergetic Finance Companies, Joe founded and operated a securities broker/dealer and an insurance company. He holds a Bachelor of Arts in Finance, a Master of Sciences in Financial Services, and has studied finance abroad in Japan, Hong Kong, China and Thailand. To complement his studies, Joe has earned the professional designations of Chartered Financial Analyst (CFA),
Accredited Valuation Analyst (AVA), CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Consultant (ChFC), Certified Commercial Investment Member (CCIM), Certified Wealth Protection Planner (CWPP), and Chartered Life Underwriter (CLU).
Additionally, Joe is a current expert in his field by serving as a member of the CFA Institute, the National Association of Certified Valuation Analysts, the CCIM Institute, the Seattle Estate Planning Council, The Asset Protection Society, The Wealth Preservation Institute, The Society of Financial Services Professional's Estate Planning Section and their Business and Compensation Section. Joe is also a member of the Financial Planning Association, The American Finance Association, The Rental Housing Association of Puget Sound, The Northwest Multiple Listing Service, The Commercial Brokers Association and has participated as a guest lecturer for the Elder Law Section of the Washington State Bar Association.
In his personal time, Joe enjoys traveling with his wife, hunting, fishing, and serving local charities.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design), in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
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John Angelo Flavin, ChFC®, CFP®, CCIM, is a senior relationship manager with Synergy Financial Management. In this role, John coordinates the efforts of Synergy's other team members in executing the financial planning and investment processes. Because of his excellent attention to detail, every client's financial plan is assured of successful implementation.
John graduated with a Bachelor of Science degree from Boston College where he earned both academic and athletic scholarships. After completing a postgraduate program in Baltimore, Maryland, John moved to Seattle and began his career in the financial services arena. In 1997 he was awarded the Cascade Association of Life Underwriters outstanding achievement award for his work in the financial services market. He was also presented with the inaugural Millennium award for 2000 as the fsic Broker of the Year for Outstanding Achievement. John is currently enrolled as a candidate in the Chartered Life Underwriter (CLU) program.
In addition, John is very active in his local community. He is the Chairman of the Finance Council for St. Therese Parish in Madrona, and he volunteers with various high school programs. John is also very active in the international community. He and his family have established health centers and built homes for the poor in Nicaragua since 1989.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design), in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
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Mark Girouard, MBA, is a business valuation and merger and acquisitions consultant for the Synergetic Finance companies. For Synergy Business Valuation + Consulting, LLC, Mark specializes in all aspects of the valuations process. For Synergy Mergers + Acquisitions, LLC, he assists clients with marketing, business analysis, user decision analysis, and transaction management.
Mark has an MBA in Finance from Boston College and a BA in International Studies from the University of North Carolina at Chapel Hill. With over ten years of global experience in Corporate Finance, Corporate Development, and Investment Management, Mark has worked on a variety of valuation assignments, M&A deals, divestitures, dispositions, and strategic plans. Moreover, Mark's career as a Financial Manager has provided him with an expansive set of skills that range from Treasury operations at Pier 1 Imports to global real estate strategy for Verde Realty, a Real Estate Investment Trust (REIT).
Synergetic Finance and their clients benefit greatly from Mark's ability to systematically streamline the valuation process, to structure transactions, to support the acquisition integration, and his expertise aligning business initiatives, financial data, and optimizing financial models.
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