About Synergy Wealth Partners

We’re a Firm Built on Relationships and Teamwork

Synergy Wealth Partners exists for one reason: to help people. Helping you retire comfortably, put your kids through college, buy a home, optimize your company stock, align your investments with your goals and values, or leave money to future generations or charities are just a few of the objectives we can guide you with.

We will be there every step of the way to make sure you are taking the right actions to move you forward financially and reach your goals. Your money is your money. Our goal is to educate you about all of your options, including the pros and cons of each, providing you with the knowledge to make informed financial decisions.

Our underlying focus is to help our clients find balance in their financial lives. Money and finances can be stressful — we want to create a system for you to help reduce that stress and help prioritize your goals. Together, we'll balance your long-term goals with your short-term goals, empowering you to enjoy life today.

What Makes Us Different

We realize that everybody’s situation is unique and meet each client where they are at financially. Our job is to figure out how to get you from where you are today to where you want to be financially as efficiently as possible.

We work collaboratively with you to create a plan to reach your goals. The relationships we have with each of our clients is at the core of everything we do.

Jessica Cole, CFP® ChFC

President and Financial Advisor

Jessica Cole

Jessica Cole, CFP® ChFC BFA

President and Financial Advisor

Jessica Cole has been helping clients retire comfortably, put their kids through college, buy homes, and find balance in their financial lives for over 16 years. Prior to starting Synergy Wealth Partners LLC, Jessica served her clients as a financial advisor and fiduciary, partnering with other independent financial advisory firms.

Jessica is a proud alumnus of the University of Vermont, having graduated summa cum laude with a BS in business administration from the Grossman School of Business. Jessica has been a CFP® professional since 2017 and also holds the ChFC® designation in addition to her Series 7, Series 66, and Life, Accident & Health licenses. She is continually striving to educate herself about changes in the financial industry to provide her clients with quality service and make sure they are in a position to take advantage of any opportunities that may help improve their efficiency in reaching their financial goals.

Jessica is passionate about educating clients on the nuances of financial planning and takes a holistic approach to serving their diverse needs, focusing on comprehensive financial planning. She believes in meeting every client exactly where they are at, judgment free. Everyone’s situation is unique, and she works to connect with clients, build on their experiences, and help them understand the complexities of planning for financial success. Every client relationship is treated as a collaborative effort – client involvement is crucial to the success of any financial plan.

Jessica lives in Mendon, MA with her wife, Susan, and their 2 daughters, Mackenzie and Avery. Susan is a catalyst with Synergy Wealth Partners LLC, providing client service and managing the firm. Having grown up in small-town Vermont, on a family-owned dairy farm, Jessica’s work ethic comes from watching her parents work hard for their family 7 days a week, 365 days a year. She is an avid New England sports fan, having inherited her love of sports from her dad, and prior to having their daughters, played softball and golf in her spare time. Now her spare time is devoted to her wife and daughters, supporting them in their activities and making memories as a family.

If you have questions about where you stand for retirement, what you can do to save for your kids’ education, whether your investments are working efficiently for you and invested in an appropriate way for your goals, or simply looking for strategies to find a better overall balance in your financial life, feel free to contact us. We will set up an initial Discovery meeting, with no cost or obligation, meant to explore where you are and how we might be able to help, so we can determine whether we are a good fit for each other. If so, we will work to develop a thorough game plan to help address your questions, concerns, and financial goals.

Kathleen Jucar

Financial Advisor

Kathleen B Jucar

Kathleen B Jucar

Financial Advisor

Since 1999, Kathleen B Jucar has been involved in financial services. She spent 15 years as a Regional Vice President at major insurance companies, supporting financial advisors in Southern California, Las Vegas, and Hawaii. She was a member of the Leader's Council for a number of years, and she provided workshops and educational seminars around Social Security and retirement planning with the use of insurance products.

In 2018, Kat's husband, Brad, passed away unexpectedly. His death made her realize the need for more education and financial services for women and especially for widows. She is now a financial advisor for Synergy Wealth Partners where she is dedicated to provided holistic financial planning to her clients.

Kat is a Southern California native. She went to Cal State University San Bernardino and received a BA in Liberal Arts with a concentration in Women's Studies. When she's not working, Kat enjoys the 3 C's: cooking, crafting, and camping. She lives in Hermosa Beach, CA, with her two cats, Kiki and Ripley. Her favorite #girldinner is chips and salsa.

Susan Watson

Financial Advisor & Operations Manager

Susan Watson

Susan Watson

Financial Advisor and Operations Manager

Susan oversees back-office operations for Synergy Wealth Partners and aids in providing client service. She currently holds her FINRA Series 6, 7, 63, 65 licenses and her Life and Health Insurance license. A graduate of Quinnipiac University, Susan has a background in technology support and database management, making her a crucial addition to the processing, organization, and smooth-running system that Synergy Wealth Partners utilizes. Susan has worked with Jessica, supporting her clients, since 2016.

A native of Wrentham, MA, Susan and Jessica have settled in Mendon, MA. She enjoys spending time with her family and seeing the world through the eyes of her 2 daughters, Mackenzie and Avery. While she has retired from playing sports and obstacle course races, she is learning new activities and teaching them to her kids.

Jocelyn Coleman

Client Relationship Manager

Susan Watson

Jocelyn Coleman

Client Service Associate

Jocelyn is our Client Service Associate who joined our team April of 2023 . She is a graduate of Worcester State University with a Bachelor of Science in Sociology and a minor in Women's Studies. With a passion for helping others, Jocelyn has a diverse employment history in both retail and medical management.

In addition to her professional accomplishments, Jocelyn is also a devoted mother of three and a loving wife. She enjoys spending time with her loved ones, reading, and supporting her children with their sports and all the crazy activities they come up with.

Driven by a desire to make a positive impact on people's lives, Jocelyn has recently joined the finance world with the hopes of continuing to help others in a different capacity. With a strong work ethic and a dedication to excellence, Jocelyn is excited to bring her unique perspective and skills to our team.

Jackson Graham

Financial Advisor & Investment Analyst

Jackson Graham

Financial Advisor and Investment Analyst

Jackson is a driven individual with a passion for finance who bases his craft on due-diligence and commitment. A graduate from the University of Maine Orono, with a double major in Finance and Financial Economics, he enjoys combining his love of investing and helping others. Jackson joined the Synergy team in 2023 and is currently working as an investment analyst. His past experiences at college complement this position as he was the Director of Investments for the University of Maines Student-Run Investment Club.

He currently holds his FINRA Series 7 and 66 licenses and his Life and Health Insurance license.

In his free time, Jackson likes to explore the outdoors through hiking and fishing in Maine, and during the winter he enjoys skiing.