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
• And more!

Connect with Michael K. Warne:

• Synergy Capital
• LinkedIn: Michael K. Warne
• mike@synergy-colorado.com
• Phone: (970) 837-3088

Connect with Tracy Powell-Warne:

• Synergy Capital
• LinkedIn: Tracy Powell-Warne
• tracy@synergy-colorado.com
• Phone: (970) 837-3088

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