Gloria Dowiak, ChFC®, RICP

Executive Vice President

   My career as a financial advisor began in 2003 with VALIC, and in 2008, I chose to become an independent financial advisor/planner.  By making this move, I have been able to better serve my clients and offer a broad, comprehensive range of services and products.  In 2013, I began contracting with Cambridge Investment Research, Inc., a financial solutions firm that allows me even greater flexibility and access to financial products that meet my client's needs as an independent investor.  Currently, I am Vice President at Synergy Wealth Management, an aggregate of cooperating independent investors.  

   I earned my business degree from the University of Houston Downtown in 2006 and later earned the designation as ChFC® (Chartered Financial Consultant®) and RICP® with extensive knowledge of tax, trust, and product issues.  I am licensed to provide any financial service in the states of Texas, Florida, and Washington.  

   Born and raised in Lake Charles, Lousiana, I have lived in the Houston area for over 40 years.  Together with my husband of over 40 years, I have two grown children and three young granddaughters.  In my free time, I enjoy volunteering with the Alief Education Foundation, supporting several animal rescue organizations, and acting in community theater.  

Phone Houston (713) 681- 7699
Fax 1 (866) 595 - 4009
Mobile Phone (713) 504 - 4996