Financial Planning Software
Synopsis Powered by Synario

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Industry Leading Multi-Year Planning Tool

Synopsis is a tiered solution capable of modeling the challenges of any size organization. With pre-configured formulas and industry-leading planning tools allows any sized organization to take control of their financial future. Easily manage, configure, and visualize scenario-based challenges and opportunities from one cloud-enabled platform.

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Why Synopsis

Innovative technology and out-of-the-box functionality help local governments of all sizes take control of their financial future. Easily manage key drivers and configure new scenarios to instantly visualize outcomes and communicate results with your stakeholders.

  • Multi-Scenario Planning: Test different assumptions, project, and plans with integrated scenarios.
  • Real-Time Analysis: Live side-by-side projections allow for rapid comparative analysis.
  • Integrated Presentations: Create and modify dynamic presentations from one cloud-enabled platform.


Industries

Business leaders in a myriad of industries use our Synopsis planning or Synario modeling products to achieve new levels of clarity, credibility, and consensus.

Meet Our People

Name
Position
Location
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Marcie Lewis, CIMA
256.419.2911
Senior Managing Consultant
Huntsville
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Lesley Allison
407.406.5753
Senior Managing Consultant
Orlando
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Jackie Berry
407.723.5929
GIS and Research Analyst
Orlando East (fka Fishkind and Associates)
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
Marie Nasevich, CFP
215.557.1229
Senior Account Coordinator
Philadelphia
Darren Weimer
407.723.5900
Senior Engineer
Orlando East (fka Fishkind and Associates)
Samantha Myers
609.800.2984
Senior Managing Consultant
Princeton
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Danielle Scott
504.930.7690
Senior Managing Consultant
New Orleans
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Amy Otten
Client Services Senior Analyst
Philadelphia
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
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