Thelma Ruff - Investment Advisor Representative
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Financial Services My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. Licenses and disclosures: http://www.synergywealthsolutions.com/licenses
09/23/2026
If you’re building something of your own, let’s review a few planning basics that can help support both your business and personal goals.
09/14/2026
As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.
09/09/2026
If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choices to your long-term goals. Let's connect.
08/19/2026
Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan supports you, too
08/17/2026
Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.
Let’s chat about how I can work alongside you on your estate planning goals.
08/05/2026
Let’s connect to make sure your goals are at the forefront of your financial plan. I’m here to help you map out next steps that make sense for you.
73% of women feel comfortable managing day-to-day money, but fewer feel the same about long-term planning. If the bigger picture feels harder to tackle, let’s check in to turn “someday” into a simple next step.
Source: 2025 MassMutual Women’s Financial Confidence Study
07/13/2026
As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.
07/08/2026
Ever avoid a money decision because you didn’t want to “mess it up”? You’re not alone. 45% of women say fear of a money mistake holds them back, but I’m here to help you plan with confidence.
Source: 2025 MassMutual Women’s Financial Confidence Study
06/24/2026
Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your life, both today and over time. I’m here to help you navigate complexities with manageable steps designed to help you grow with confidence and purpose.
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2045 South Glenstone Avenue, Suite 210
Springfield, MO