ABOUT SYNERGY

Every successful engagement is based on a sound strategy – a strategy that makes sense for your customers, employees, investors and you. It requires a team of advisors in the critical areas of finance, accounting and corporate law. Through a team approach, we work to understand your situation and the needs of your organization.

  • Synergy offers a premier advisory team skilled in extracting value through expert analysis and tailored solutions. Our network of legal and accounting professionals provide each client with some of the most advanced resources available today.
  • Synergy develops a customized strategic plan for each client. In executing this plan, extensive due diligence is performed by our team of experienced professionals to ensure accuracy and complete preparation.
  • Our key objective is to guide our clients through each phase of the engagement, providing crucial advice on complex issues that arise throughout the process.

The fundamentals begin with Integrity, Experience and Professionalism. This is the foundation on which Synergy was built.

EXECUTIVE MANAGEMENT TEAM

Douglas Cunningham
Telephone: 850.394.9985 EXT 101

Mr. Cunningham is a Co-Founder and President of Synergy. Prior to forming Synergy, Mr. Cunningham founded the mergers and acquisitions department of Sisung Securities Corporation, a regional securities firm, where he developed and executed numerous mergers, acquisitions, corporate reorganizations and financial advisory assignments in a broad range of industries.

Mr. Cunningham began his career as a tax specialist with KPMG Peat Marwick, where he was involved in the structuring of financial transactions and preparation of corporate regulatory filings.

Mr. Cunningham earned a Master of Business Administration Degree and a Bachelor of Arts Degree in Accounting from Loyola University. In addition, he is a Certified Public Accountant (currently unlicensed) and a business valuations specialist.

Lynn K Bahr
Telephone:850.394.9985 EXT 107

Lynn K Bahr grew up in Minnesota and had attended the University of Wisconsin-Stout concentrating on Tourism and Travel. Lynn K Bahr has been working in the financial industry for over a 20 year period, beginning her career at a community bank in Opelika, Alabama where she worked her way through various departments until she settled on Loan Review. Lynn was also actively involved in American Institute of Banking, serving on the East Alabama Chapter Board for three years and obtaining three separate diplomas from AIB.

Lynn’s expertise includes: loan reviews (varying scopes and sizes) compliance audits, HMDA scrubs, operational analysis and reviews; denovo bank assistance, and several training sessions with various institutions. She has also attended Loan Review certification courses offered through Bank Institute Administration in Chicago, IL.

Doug Deese
Telephone: 850.394.9985 EXT 105

Doug Deese has served the banking industry for over 37 years in operational and executive management level positions. Since 1996 he has been a Principal Consultant which provides management and consulting services (including management consulting, loan review, credit analysis, de novo bank formation, software development, network administration, internal operations review and enhancements) to financial institutions. Doug served in various management and operational capacities as Vice President, AmSouth Bank, Vice President, Colonial Bank, and Senior Vice President and Chief Financial Officer, Home Federal Savings Bank of Alabama.

Doug’s academic credits include a BS degree, Business Administration, from Jacksonville State University, a Banking and Finance graduate school degree from Jacksonville State University and a Bank Operations degree from The School of Bank Administration, Bank Administration Institute.

Barbara Eskridge
Telephone: 850.394.9985 EXT 109

Barbara Eskridge began her career in banking in 1992 at a local community bank in Selma, AL with the majority of her years spent in the Internal Audit Department. Currently, Ms. Eskridge specializes in Internal Audit, Compliance, Internal Loan Review, Risk Assessments, and Policies and Procedure manual services.

Ms. Eskridge’s academic credits include a BS degree in Resources Management from Troy University, Certificate in Banking from Wallace Community College Selma, Cannon Financial Institute Internal Audit School, and an Advanced Certification in Crystal Reports Writing and Development from Auburn University Montgomery.

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People are raving about Synergy

“Having Synergy’s real-time compliance information allows us to deal with regulatory issues BEFORE they become an expensive problem – especially in our mortgage loan closing department. Our employees love working with and learning from Synergy’s compliance experts. Thanks again Synergy for making the world of TRID compliance very easy!”– Kevin, Dominion Mortgage

“With the regulatory environment now more complicated than ever, we really cannot say enough about how easy it is to work with Synergy and its compliance team of advisors as well as its mortgage fulfillment department. We reduced our overhead by 20% by implementing Synergy’s variable cost mortgage fulfillment services. Improved our loan quality too ! Way to go Synergy!”– Jared, Keystone Mortgage