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MEET OUR TEAM

At Synergy Retirement Planning Strategies, we realize the importance of not only knowing the ins and outs of the business you'll be working with, but also knowing the people who are a part of that business. Our hope is that these bios will give you an inside look into our lives so that you know who you are meeting with, talking to on the phone, and emailing!

Jon Kroening

CERTIFIED FINANCIAL PLANNER™

(715) 231-2058

(715) 231-4744

jon.kroening@SynergyRetirementPlanning.com

I have been in the financial service industry since May of 2005. My wife Rochelle and I have been married since 2009. I joke that it was an arranged marriage, as my now mother-in-law tricked Rochelle into meeting me at the baseball game I was playing in. We started dating shortly thereafter, and were married the following year in August. We reside in Menomonie with our six children, Aiden, Ava, Ella, Eli, Everly, and Adley, ranging in ages from 13 to 2. Our family enjoys sporting and other outdoor activities, board and card games, and family movie nights.

Brianna Pease

Executive Assistant

(715) 231-2058

(715) 231-4744

brianna.peterson@SynergyRetirementPlanning.com

My favorite subject in school was English and most definitely not math, but God had different plans for me. I ended up here in January 2021, and though thankfully my job features more paperwork and contact with clients than math, I love this place. In my free time, I enjoy biking (more for competition than for fun), reading historical fiction (especially anything that involves World War I and II), and spending time with my husband