Our Journey

At CORE SYNERGY, our journey began with a vision to empower individuals and businesses through insightful financial strategies. We have dedicated ourselves to building lasting relationships with our clients, ensuring their financial success and growth every step of the way. Join us as we continue to navigate the ever-evolving financial landscape together.

Our Team

Shawn Bates

Founder & CEO

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Jen Harris

Co-Founder

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Jeroen De Leeuw

Chief Tactics Facilitator

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Our values

At CORE SYNERGY, our values guide everything we do. We believe in integrity, expertise, and collaboration to deliver the best financial solutions for our clients. It's not just about numbers; it's about building lasting relationships based on trust and accountability. We are committed to leaving a positive impact on the organizations we serve by embodying these core principles every day.

Integrity

People

Velocity

Flexibility

Vision

This Is Us In Numbers

$355M

Clients’ Income during the Last Quarter

10+

Business Partners in Over 30 Countries

Years of Experience

Industry Awards