What happens when you step away from big institutions and build something intentionally from the ground up? This episode pulls back the curtain on the purpose, pressure, and partnerships behind Synergy Capital.
In this episode, Michael K. Warne, AAMS®, and Tracy Powell-Warne talk about the story behind Synergy Capital, why the firm was created, and how their approach to serving both private clients and public entities is different by design.
Mike and Tracy discussed:
How the name “Synergy” came to life and what it represents
The early days of building the firm and what organized chaos really looked like
Why serving Colorado towns and special districts became a core focus
The difference between supporting private clients and managing public reserve assets
How trust, relationships, and long-term thinking shape their work
Every successful firm has a story, but Synergy Capital’s began long before the business ever existed. It’s a journey shaped by two careers, two personalities, and one shared mission: to serve Colorado leaders with clarity and purpose.
In this first episode of Untapped Synergy, listeners meet Michael K. Warne, AAMS®, and Tracy Powell-Warne, the founders of Synergy Capital. They share their backgrounds, the experiences that shaped their careers, and the personal story behind the firm. Tracy discusses her upbringing in Colorado, her career in banking, and her discovery of a passion for entrepreneurship. Mike reflects on his early work in engineering, the job loss that altered his path, and the mentors who helped him grow in the financial services industry.
Mike and Tracy discuss:
How they each found their way into the finance industry
What it was like to transition careers during uncertain times
How they met, reconnected, and built a life together
What it means to work as a married team with separate strengths
The vision and purpose behind launching Synergy Capital
Why they care deeply about serving Colorado leaders, districts, and business owners
And more!
This opening episode sets the tone for the conversations ahead. It offers a warm and honest look at the people behind the firm and the mission that guides their work.
Listen to the full episode to get to know Tracy and Mike and hear the story behind Synergy Capital.
Michael Warne is the strategic visionary behind Synergy Capital of Colorado, bringing over two decades of experience in asset management, tax strategy, and estate planning. His background is in industrial engineering, where he discovered his passion for Kaizen—continuous improvement—which forms the backbone of Synergy Capital’s approach to refining and optimizing your financial plan.
With a disciplined upbringing as an “Army kid” and his own military service as a Crew Chief on a US Air Force KC-135, Michael combines precision with a passion for finance and technology, guiding clients through the complexities of capital markets.
Michael has called Colorado home since 2000, while his wife, Tracy, and their daughters are Colorado natives. You can find Mike traveling Europe, enjoying Formula 1 racing, and recharging on St. John, USVI.
His professional mission is to guide clients through their financial journey, helping them achieve financial success with confidence and security.
Tracy Warne co-founded Synergy Capital of Colorado, where she brings a results-driven approach to enhancing clients’ financial well-being. Armed with a BS in Business and Communication from Arizona State University and a Master’s in Organizational Leadership and Change Management from Colorado State University, Tracy’s expertise is rooted in a strong educational background and a successful 12-year career in finance. Her leadership roles, including branch management at Wells Fargo, highlight her ability to guide clients toward their financial goals.
Tracy’s commitment to the community is evident in her service on local nonprofit boards. Outside of work, her passion for travel, literature, and culinary arts—paired with her Level 2 Sommelier certification—adds a sophisticated touch to client events, blending expertise with a personal connection.
