SYM Financial Advisors
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SYM Financial Advisors Employees
SYM Financial Advisors August 2012 - Present
GuideStream Financial November 2009 - August 2012
King Trust Company, N.A. May 1999 - November 2009
Citizens First Savings Bank, NKA Talmer Bank & Trust April 1995 - May 1999
Education
College for Financial Planning 2001 — 2002
Certified Financial Planner Professional Education Program, Financial Planning and Services
Indiana Wesleyan University 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Marketing
Croswell-Lexington High School 1987 — 1991
High School diploma
SYM Financial Advisors February 1987 - Present
Skills
Customer Service, Public Speaking, Team Building, Microsoft Office, Leadership, Portfolio Management, Asset Management, Financial Analysis, Finance, Mutual Funds
Education
Purdue University 1979 — 1981
Trinity University 1977 — 1979
SYM Financial Advisors October 2000 - Present
United States Navy June 1990 - September 2000
Skills
Strategic Planning, DoD, Investments, Risk Management
Education
The College of William and Mary - The Mason School of Business 1999 — 2000
MBA
United States Naval Academy 1986 — 1990
BS, Economics
SYM Financial Advisors July 2010 - Present
SYM Financial Advisors May 2000 - July 2010
US Navy May 1991 - June 2000
Skills
Personal Financial..., Certified Financial..., Portfolio Management, Investments, Estate Planning, Public Speaking, Operations Management, Leadership Development, Retirement Planning, Investment Advisory, Wealth Management, Risk Management, Asset Allocation, Strategic Financial..., Financial Planners, Wealth Management..., Alternative Investments, IRAs, Financial Planning, Leadership, Management, Strategic Planning, Program Management
Education
The University of Chicago - Booth School of Business 2001 — 2004
MBA, Finance
US Naval Academy 1987 — 1991
BS, Economic
SYM Financial Advisors January 2010 - Present
SYM Financial Advisors June 1986 - Present
SYM Financial Advisors January 1981 - December 2009
SYM Financial 1985 - 2008
SYM Financial 1985 - 2008
Skills
Wealth Management, Options, Financial Planning, Investments, Financial Advisory, Estate Planning
Education
College for Financial Planning 1984 — 1986
CFP
Hanover College 1966 — 1970
BA, Math
Hanover College 1966 — 1970
Bachelor's degree, Mathematics
Zimmer January 2002 - Present
SYM Financial Advisors July 2000 - May 2001
Buhrt Engineering Inc June 1989 - July 2000
Skills
SalesForce.com, Reflection, Microsoft Office, Microsoft Excel -..., Microsoft Excel - Data..., Microsoft Excel - Pivot..., Microsoft Excel -..., Cognos Impromptu, SAP MDM, SAP, Six Sigma, Microsoft Excel, PowerPoint, Cognos, Salesforce.com, Program Management, Operations Management, Sales Operations, Software Documentation, Forecasting, Financial Analysis, Payroll, Budgets, Sales, Medical Devices
Education
Indiana Wesleyan University 2005 — 2008
Bachelor of Science, Business Management
Ivy Tech Community College 1996 — 1998
Associate of Science, Computer Information Systems
Ivy Tech Community College 1996 — 1997
Technical Certificate, Accounting
SYM Financial Advisors May 2015 - Present
Indiana Daily Student January 2014 - Present
Biomet May 2014 - August 2014
Abercrombie & Fitch September 2013 - May 2014
Guap Network October 2013 - January 2014
Biomet May 2013 - August 2013
Skills
Project Management, Microsoft Excel, Microsoft Word, Quantitative Research, Pricing Strategy, Market Research, Marketing, Editing, Leadership, Data Analysis
Education
Indiana University Bloomington 2012 — 2016
Bachelor's degree, Finance, General
K21 Health Foundation October 2006 - Present
Warsaw Community Church March 2000 - October 2006
SYM Financial Advisors September 1992 - March 2000
Duke Realty Corporation March 1990 - August 1992
KPMG July 1987 - March 1990
Skills
Association Management, Non-profits, Strategic Planning, Fundraising, Public Speaking, Budgets, Team Building, Grant Writing, Customer Service, Leadership, Public Relations, Accounting, Marketing Strategy, Staff Development, Insurance, Microsoft Office, Teaching, Financial Reporting, Process Improvement, Microsoft Excel, Community Outreach, Management, Nonprofits, Leadership Development, Team Leadership, Human Resources, Volunteer Management, Organizational..., Small Business
Education
Grace College & Seminary 1983 — 1987
BS, Accounting and Business Administration
DFAS June 2015 - Present
Carson Boxberger LLP August 2012 - June 2015
Donovan CPAs and Advisors January 2012 - April 2012
Eli Lilly and Company August 2011 - December 2011
Carson Boxberger LLP May 2011 - August 2011
Law Office of Eric Jodka May 2010 - April 2011
Ports of Indiana May 2010 - August 2010
Zeller Realty Group January 2009 - August 2009
SYM Financial Advisors May 2008 - December 2008
Skills
Accounting, Tax, Finance, Portfolio Management, Legal Research
Education
Indiana University Robert H. McKinney School of Law 2009 — 2012
Doctor of Jurisprudence, Magna Cum Laude
Grace College and Seminary 2005 — 2008
Bachelor of Science in Business Administration, Cum Laude
SYM Financial Advisors January 2011 - Present
SYM Financial Advisors January 2011 - August 2012
Gardey Financial Advisors July 2005 - January 2011
Skills
Certified Financial..., Wealth Management, Retirement Planning, Investment Management, Personal Financial..., Estate Planning, Financial Planning, Qualified Retirement..., Investments, Asset Allocation, Retirement, Financial Advisory, Finance, Investment Advisory, Investment Strategies, Strategic Financial..., Investment Advisory...
Education
College for Financial Planning 2007 — 2008
Certified financial planner, Personal Finance
Central Michigan University 1999 — 2003
B.S., Business Administration
Holt High School
SYM Financial Advisors August 2015 - Present
Ellwood Associates January 2014 - April 2015
Ellwood Associates December 2011 - December 2013
Ellwood Associates August 2008 - December 2011
Ellwood Associates January 2008 - August 2008
Skills
Investment Management, Hedge Funds, Capital Markets, Financial Modeling, Asset Management, Financial Analysis, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Mutual Funds, Investment Strategies, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Economics and International Business
SYM Financial Advisors May 2015 - Present
Vanguard April 2014 - May 2015
Gordon Management Company, Inc. April 2013 - March 2014
Group Five Management June 2010 - June 2012
Skills
Series 7, Series 63, Microsoft Office, Apartments, Microsoft Excel, Customer Service, Time Management, PowerPoint
Education
Northwood University 2013 — 2013
Bachelor's degree, Finance, General
Western Michigan University - Haworth College of Business 2010 — 2013
Finance, General
SYM Financial Advisors July 2014 - Present
Center Street Partners October 2007 - May 2014
Home August 1998 - October 2007
Warsaw Womens Center October 1994 - August 1998
Group Dekko May 1992 - August 1993
Grace Village 1990 - 1992
Wendell Whitman Insurance 1989 - 1990
Otis R. Bowen Center for Human Services 1986 - 1989
Skills
Time Management, Fixed Annuities, Insurance, Strategic Planning, Fundraising, Sales, Customer Service
Education
Indiana Wesleyan University 1997 — 1999
BS, Business
Grace College and Seminary 1986 — 1988
Communications
SYM Financial Advisors Associate AdvisorSYM Financial AdvisorsMarch 2012 - Present
Accredited Investors, Inc. 2008 - 2011
Skills
Wealth Management, Estate Planning, Retirement Planning, Financial Advisory, Risk Management, Accounting, Banking, Financial Analysis
Education
Purdue University 2004 — 2008
Bachelor's Degree, Financial Counseling and Planning
SYM Financial Advisors January 2015 - Present
SYM Financial Advisors May 2013 - January 2015
DePuy Orthopaedics September 2012 - May 2013
Greatbatch Medical May 2011 - September 2012
Fort Financial Credit Union May 2010 - May 2011
Education
Indiana University-Purdue University at Fort Wayne 2009 — 2012
BS, Business - Marketing
Indiana Wesleyan University 2009 — 2010
Business - Marketing
SYM Financial Advisors October 2007 - Present
Education
Ball State University - College of Business 1988 — 1992
BS - Finance, Financial Institutions
SYM Financial Advisors September 2012 - Present
Lincoln Financial Advisors September 1995 - September 2012
Old National Insurance 2005 - 2011
Skills
Project Management, 401k, Defined Benefit, Project Planning, Retirement Plan..., Strategic Planning, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Retirement, Leadership, Public Speaking, New Business Development, Portfolio Management, Investment Advisory
Education
Purdue University
Seymour Mfg. September 2012 - Present
Seymour Midwest LLC 2011 - Present
Ladan Partners 2006 - Present
Wildman Business Group 2006 - Present
Grace College 2006 - 2010
SYM Financial Advisors 1968 - 2006
Skills
Non-profits, Strategic Planning, Tutoring, 401k, Process Improvement, People Skills, Higher Education, Organization, Leadership Development
Education
The American College 1976 — 1977
MSFS, Financial Services
Hanover College 1957 — 1961
AB, Business, Psychology, Speech
SYM Financial Advisors September 2013 - Present
Baden Retirement a company of Ascensus January 2004 - September 2013
Education
Grace College and Seminary
Indiana University-Purdue University Fort Wayne (IPFW)