About Us

Amber has a passion for empowering clients to achieve their personal financial goals, both big and small. She is a seasoned wealth adviser with over 15 years of experience in the financial industry. Specializing in comprehensive wealth management, Amber provides personalized financial strategies that cater to the unique needs and aspirations of each client. Her expertise spans retirement planning, investment strategies, estate planning, and risk management.

Driven by a commitment to fostering financial literacy, Amber is known for her approachable demeanor and dedication to guiding clients through every stage of their financial journey. Whether it's building wealth, planning for retirement, or navigating complex financial decisions, she offers insightful advice and tailored solutions that align with her clients’ long-term objectives and values.

Prior to being a Founding Partner at Symphony Wealth Group, she was a Wealth Adviser at United Capital and Vice President at Goldman Sachs. Amber also serves on the Women's Collective Advisory Board and the Kestra Private Wealth Advisory Council, reflecting her commitment to advancing the wealth management industry and advocating for its clients.

Amber graduated with a degree in Finance from Texas State University and began her career with a strong foundation in financial planning and investment management.

Outside of her professional life, Amber enjoys spending time with her husband, two children and boxer. They enjoy travel, time with extended family and being involved in their local Catholic Church. Amber is a graduate of the Ursuline Academy of Dallas and previously served on the Alumnae Board.

Joshua Smith, Dallas, focuses on helping clients at all income levels plan financial transitions and ultimately retire with comfort and confidence. He also guides management-level financial portfolios for executives. Joshua emphasizes an elevated level of service and stewardship for clients and mentors incoming advisors. Joshua brings an extensive knowledge of individual financial planning and focuses on 401(k) and pension-plan rollovers into IRA portfolios for estate planning and other crucial retirement needs.

He is an actively involved with Journey of Hope, a local non-profit. The Journey of Hope Grief Support Center is a non-profit organization dedicated to providing group grief support to children, adolescents, and their parents or adult caregivers who have lost a loved one. He is also very involved with Guns and Hoses Foundation of North Texas. The Guns and Hoses Foundation of North Texas is a 501(C)3 non-profit organization dedicated to providing immediate financial assistance to the families of fallen police officers and firefighters lost in the line of duty. The Guns and Hoses Foundation of North Texas also contributes to children’s charities supported by local police and fire departments.

Joshua and his wife Christine live in McKinney, Texas, and have two children, Weston and Hudson. In his spare time, he enjoys playing golf, traveling, outdoor sports and, above all else, spending time with family and friends.

Lee is a dedicated Wealth Advisor, committed to building and maintaining a strong fundamental foundation with clients through communication, transparency, education, engagement, and exceptional service. He has spent his career specializing in Wealth Management and Retirement Planning for Fortune 100 Management, Executives, and Small Business Owners in preparation for and throughout their retirement. Lee provides holistic financial guidance that includes retirement planning, investment management, tax strategies, estate planning, and risk management. He prioritizes aligning clients with personalized solutions to help them achieve their short-term and long-term financial goals through each stage of their financial life, tailoring personalized investment solutions to align with their objectives, values, and risk profile.

Prior to becoming a Founding Partner at Symphony Wealth Group, Lee began his career in the Financial Industry in 2007 gaining valuable experience as a Wealth Adviser at United Capital and a Vice President at Goldman Sachs.

Lee graduated from Baylor University where he earned his Business Degree with a concentration in Entrepreneurship and a minor in Corporate Communications. He also holds a Chartered Retirement Planning Counselor ™ (CRPC ™) designation, specializing in pre- and post-retirement planning needs. Lee is actively involved in his community, has served on the Baylor Business Network Board, and is passionate about supporting charities dedicated to fallen veterans, their families, and veteran support.

Lee and his wife, Kimberly, reside in Las Colinas with their beloved Rhodesian Ridgeback. In his spare time, he enjoys staying active, playing sports, traveling, playing guitar, and spending quality time with family and friends.

With 18 years of experience in the financial services industry, Breanne Polonia is a Wealth Advisor who specializes in helping individuals, particularly women, navigate the financial complexities of divorce and major life transitions. Breanne's career has been shaped by years of hands-on experience and continuous professional development, allowing her to develop a deep understanding of the financial needs of those undergoing significant life changes.

As a Certified Divorce Financial Analyst (CDFA) and an Accredited Asset Management Specialist (AAMS), Breanne brings valuable expertise to her clients, helping them make informed financial decisions during challenging times. She works closely with clients to create personalized financial strategies, providing clarity and support through some of life’s most pivotal moments.

Ross Viergever is a passionate financial planner with a genuine dedication to helping clients achieve their personal and financial aspirations and enhance their quality of life. Ross's career is defined by his unwavering focus on providing value and building lasting relationships. His holistic approach to financial planning means that every strategy is tailored to fit the individual needs and long-term objectives of his clients.

Armed with a business degree from Texas A&M University, where he also minored in Leadership and Financial Planning, Ross combines his strong educational background with real-world expertise to offer exceptional financial guidance. With his CERTIFIED FINANCIAL
PLANNER® (CFP®) designation, Ross brings a wealth of knowledge and a commitment to ethical financial practices. His approach is centered around understanding each client’s unique goals and crafting personalized strategies that align with their values and dreams. Ross also works with small business owners, utilizing his knowledge and resources through his Certified Exit Planning Advisor (CEPA®) credential.  Ross believes that successful financial planning is not just about numbers but about creating a roadmap that supports a fulfilling and balanced life. 

Outside of his professional life, Ross enjoys staying connected and active. He cherishes spending quality time with his wife, Brooke, and their loved ones. His free time is often filled with physical activities such as golfing, traveling to new destinations, and serving in his community. These pursuits not only enrich his life but also help him maintain a well-rounded perspective that he brings to his financial advising practice.

Alex Monroe serves as Senior Relationship Manager at Symphony Wealth Group, providing extensive experience in customer service and financial planning.  Holding a BS in Human Sciences from The Texas Tech University Personal Financial Planning Program.  He brings a solid foundation in understanding client needs and fostering a thoughtful and decisive environment.

In his role, Alex leverages his expertise in Financial Planning principals and his natural analytical approach to help clients gain understanding of their personal goals and progress throughout their lifetime. He is a dedicated member of team SWG and thrives in a collaborative environment working in tandem with our Tax, Estate, and Risk Management teams to find solutions for our clients.  

Alex is a Lubbock Native and proud Red Raider alumnus.  He, his wife, two daughters, and three dogs live in Plano. Alex is an avid fly fisherman and passionate golfer in his free time.

Camryn Brown is a dedicated Relationship Manager at Symphony Wealth Group, where she leverages her expertise in finance and client relationship management to deliver personalized wealth solutions. With three years of experience in the financial services industry, Camryn has honed her skills while previously working at Fidelity Investments, gaining valuable insight into investment strategies and client service.

Camryn holds a Bachelor of Science in Finance and a minor in Accounting from Oklahoma State University. A lifelong North Texas native, Camryn resides in Dallas, where she continues to build strong connections both personally and professionally.

Outside of work, Camryn enjoys spending her free time watching films, gathering with family for weekly dinners, and staying active. She’s also a passionate fan of country music and loves attending concerts whenever she can.

Lily Eshpari is a Senior Client Associate with nine years of experience in the industry. She is committed to helping clients navigate their needs with confidence and ease, ensuring a smooth and seamless experience every step of the way. Lily’s expertise in managing complex processes and attention to detail allows her to provide top-notch service, always with the goal of building long-lasting, positive relationships.

Outside of work, Lily is a devoted mother to her son, Tristan. She enjoys reading, traveling, and spending time with her family, always striving to find a balance between her career and personal life.

Lily’s approachable nature, paired with her professional experience, makes her a trusted and valued member of the team.

Minerva Rojas is a dedicated Senior Client Associate with a deep-rooted passion for empowering clients to achieve their goals. Her extensive expertise in managing complex paperwork and processes ensures a seamless and efficient client experience. Minerva excels in navigating intricate documentation, and her commitment to delivering exceptional service fosters strong, enduring relationships with clients.

Her professional acumen is complemented by her approachable and empathetic nature, making her a trusted advocate for her clients. Minerva’s proactive approach and attention to detail are key to her success in resolving challenges and enhancing client satisfaction.

As Concierge of Client Services at Symphony Wealth Group, Dani Moneta is committed to providing each client with a welcoming and positive experience. In addition to her client-facing role, she supports the firm’s events, marketing, and social media with creativity and organization. Drawing on her background in personal assistance, administration, and event planning, Dani is known for being both detail-oriented and personable, with a genuine passion for building lasting connections.

Born and raised in Frisco, Texas, Dani began her studies in business at Arizona State University before graduating from Texas State University with a degree in psychology and sociology. Her educational background gives her a unique perspective on people and relationships, which she brings into her work every day to strengthen client experiences and team collaboration.

Outside the office, Dani enjoys cooking and baking, yoga, and event planning, as well as spending time with her family, friends, and faith. She values community, creativity, and connection—qualities that guide her both personally and professionally.

Nisa Triplett is an Administrative Assistant of Client Services, where she provides essential support to the firm’s client service team. She is dedicated to ensuring an exceptional client experience through organization, attention to detail, and a commitment to excellence. She is passionate about building strong relationships and supporting the seamless flow of daily operations. 

Outside of her professional life, Nisa enjoys photography, traveling, exploring new restaurants, and spending quality time with her Australian Shepherd, friends, and family.