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Insurance Licenses
AL License # 3003149420
CT License # 17456845
GA License # 3542368
MA License # 17456845
MS License # 10919046
NJ License # 1558557
NY License # LB-1735235
PA License # 727725
SC License # 17456845
TX License # 3033381
VA License # 1309506
Insurance Carrier Appointments
American Amicable
American National
American National (NY)
Ameritas
Corebridge - formerly AIG
F&G
LSW
Lafayette Life
Mutual of Omaha
National Life (NY)

About Me

Julie specializes in Education Funding and College Fund Savings. She also serves many senior clients to maximize their income while building risk tolerance to stand up against market volatility. Joon started his career in Commercial Real Estate and Lending. His background and experiences are built on a foundation of understanding his clients. He specializes in making strategic solutions for business owners.

My Why SYNCIS

Syncis is a financial career that can help you achieve personal success and establish financial freedom. By building relationships with a team of professionals, you can reach unlimited new clients and face economic challenges together. We believe in working together and helping each other achieve our goals. We are committed to providing the highest quality financial services and support to help you reach your goals. If you need assistance, please feel free to email us or call us.

About SYNCIS

SYNCIS® is one of the top financial marketing organizations in America.

We bring together individuals, families, small business owners, and some of the largest insurance and financial services providers in America to make financial products and services more accessible to middle-income families.

Our mission is to help families attain proper financial protection and prepare for the future. Our Associates come from all walks of life and understand that many people may feel overwhelmed by the complexity of financial products.


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Money Blog

  • When Making Financial Choices, Think Long-Term
    by admin on September 13, 2024 at 10:26 pm

    Are your financial decisions serving you and your long-term goals?  While certain spending can bring you short-term enjoyment and satisfaction, be wary of jeopardizing your fiscal security and plans with your spending habits. In the interest of your financial foundation…

  • Tips for Marketing Yourself Online
    by admin on September 9, 2024 at 10:10 pm

    Today’s digital tools enable us to connect with people all over the world. You can expand the reach and impact of your business if you use online tools strategically to market yourself and your business.  Some of the best ways…

  • How Leaders Resolve Disputes and Disagreements
    by admin on August 12, 2024 at 11:33 pm

    Leaders strive to bring people together. When you encounter a disagreement, whether on your team or with a client, work with the people around you to find the best solution for everyone involved.  You will become a more effective problem-solver…

  • How to Nail Your Speech (No Matter How Nervous You Are!)
    by admin on August 9, 2024 at 10:01 pm

    Public speaking can make anyone nervous! Thankfully, you don’t have to let anxiety get in the way of what you have to say. You’ll enable yourself to overcome your speech-related stress and deliver your message with both clarity and confidence…

  • Personal Growth Is Professional Growth
    by admin on August 7, 2024 at 10:32 pm

    If you want your business to succeed, don’t forget who’s at the wheel determining its success: you.  Your daily efforts will make the difference in the success of your business. In the interest of maximizing your productivity, making wise decisions,…

  • When Working with a Team, Keep Your Cool
    by admin on August 2, 2024 at 11:53 pm

    Teamwork can take you far! But remember, working with others is an art: if you’re not mindful of your words and actions when collaborating with people, you may sabotage your and your team’s success. Whether you’re on a team of…

  • Why It Pays to Be Resilient
    by admin on July 30, 2024 at 12:26 am

    Achieving professional and financial success can take time. Unfortunately, not every step along your path will turn out the way you initially planned. When something doesn’t go your way, don’t give up. Resilience is often the make-or-break asset that enables…

Contact This Professional

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    Syncis, LLC. (“SYNCIS”) is a marketing company whose affiliated companies and their independent agents (“Associate" or "Associates”) solicit and transact life insurance and other financial products and services in jurisdictions where those entities or individuals are appropriately licensed. The material on this website is not intended to, nor should it be, construed as an offer or solicitation for the purchase or sale of any specific insurance products, annuities, financial services, or other non-specified items.

    Associates are independent contractors. Associates are not licensed to sell all products in all states and may only provide products and services to individuals in those jurisdictions where they are licensed and/or appointed. Compensation is solely from the sale of approved products or services and is subject to the terms of the Compensation Guidelines published on the Associate Back Office. Please see our income disclosures for more information.

    The views and opinions expressed on this webpage are those of the Associate named above and do not necessarily represent the views, practices, or policies of SYNCIS or its affiliated companies.

    SYNCIS has used reasonable efforts in collecting, preparing and providing the information regarding licenses or carrier appointments on this webpage, but does not warrant or guarantee the accuracy, completeness, adequacy or currency of such information.

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