top of page
Steep Mountains


Synergy Carlsbad Office.jpg


Most lenders see their role as "getting you a loan".  We see our job as much more than that.  Our business is completely centered on ensuring that we help our clients formulate a cohesive plan and received a complete education and understanding of available options.  We then work with our clients to execute their plan in a way that ensures the best possible outcome, with as little stress as possible. 

We are committed to doing this so that we can be a positive influence in our community, and help our clients become more financially independent using home ownership as the cornerstone of a strong financial picture.  


To our Clients - ​We are committed to always giving objective advice and ensuring that your best interests are always paramount.  We aim to be a positive resource in a crowded, sometimes not so positive space, committed to financial success starting with smart home ownership.  

To our Business Partners - We appreciate your trust in our ability to take great care of your clients, and will do our best not to let you down.  We will communicate, always honestly, and will commit just as much to your business as we do our own. 

To our Current and Future Staff - We do not live to work, we work to live.  Family is everything and we are committed to it, and will do everything that we can to ensure that your personal goals are just as much a priority as any company or team financial goals.



Daniel Lehman is a Marine Corps Veteran who got out of the service with 50 dollars in his pocket, a wife and new baby, and no idea what he was going to do.  Through Home Ownership, Financial Literacy, and Entrepreneurship, Daniel was able to build a great life for he and his family, and now aims to pay that back in any way that he can. 

Daniel's core focuses are to help consumers better understand their financial options related to home ownership, help Real Estate Agents better serve their clients and grow their businesses, and help people interested in a career in Real Estate Finance reach their goals through mentorship and training. 

Daniel has three kids and lives with his wife in Carlsbad, CA.

bottom of page