SYM Financial Advisors

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SYM Financial Advisors Employees

Employee
Years
Job
Industry
Jeff McGraw, CFP® Jeff McGraw, CFP® Midland, Michigan Details
Jeff McGraw, CFP®'s SYM Financial Advisors Experience August 2012 - Present
Job Financial Advisor at SYM Financial Advisors
Industry Financial Services
Experience
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

Neil Donahoe Neil Donahoe Winona Lake, Indiana Details
Neil Donahoe's SYM Financial Advisors Experience February 1987 - Present
Job Senior Vice President, Chief Investment Officer at SYM Financial Advisors
Industry Investment Management
Experience
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

Steve Yeager Steve Yeager Fort Wayne, Indiana Area Details
Steve Yeager's SYM Financial Advisors Experience October 2000 - Present
Job Senior Vice President, SYM Financial Advisors
Industry Financial Services
Experience
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

Rod Coleman, CFP, MBA Rod Coleman, CFP, MBA Midland, Michigan Details
Rod Coleman, CFP, MBA's SYM Financial Advisors Experience July 2010 - Present
Job President at SYM Financial Advisors
Industry Financial Services
Experience
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

Fred Helfrich Fred Helfrich Fort Wayne, Indiana Area Details
Fred Helfrich's SYM Financial Advisors Experience January 2010 - Present
Job •CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
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

Suzanne Cox Suzanne Cox Warsaw, Indiana Details
Suzanne Cox's SYM Financial Advisors Experience July 2000 - May 2001
Job Sales Operations at Zimmer Biomet
Industry Medical Devices
Experience
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

Cameron Gerst Cameron Gerst Bloomington, Indiana Details
Cameron Gerst's SYM Financial Advisors Experience May 2015 - Present
Job Intern at SYM Financial Advisors
Industry Writing and Editing
Experience
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

Rich Haddad Rich Haddad Warsaw, Indiana Details
Rich Haddad's SYM Financial Advisors Experience September 1992 - March 2000
Job President and CEO at K21 Health Foundation
Industry Philanthropy
Experience
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

Tyler J. Winkleman Tyler J. Winkleman Indianapolis, Indiana Details
Tyler J. Winkleman's SYM Financial Advisors Experience May 2008 - December 2008
Job Assistant Counsel at DFAS
Industry Law Practice
Experience
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

Bradley Duling, CFP (R) Bradley Duling, CFP (R) Midland, Michigan Details
Bradley Duling, CFP (R)'s SYM Financial Advisors Experience January 2011 - Present
Job Financial Advisor at SYM Financial Advisors
Industry Investment Management
Experience
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

Paul Dornbier Paul Dornbier Fort Wayne, Indiana Details
Paul Dornbier's SYM Financial Advisors Experience August 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Brooke Thurlow Brooke Thurlow Midland, Michigan Details
Brooke Thurlow's SYM Financial Advisors Experience May 2015 - Present
Job Client Service Representative at SYM Financial Advisors
Industry Financial Services
Experience
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

Hooks Terrill Hooks Terrill Warsaw, Indiana Details
Hooks Terrill's SYM Financial Advisors Experience July 2014 - Present
Job Coorporate Administrative Assistant at SYM Financial Advisors
Industry Financial Services
Experience
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

Kristin Whitacre, CFP® Kristin Whitacre, CFP® Nappanee, Indiana Details
Kristin Whitacre, CFP®'s SYM Financial Advisors Experience Associate AdvisorSYM Financial AdvisorsMarch 2012 - Present
Job Financial Advisor at SYM Financial Advisors
Industry Financial Services
Experience
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

Brandon Stewart Brandon Stewart Elkhart, Indiana Area Details
Brandon Stewart's SYM Financial Advisors Experience January 2015 - Present
Job Financial Paraplanner at SYM Financial Advisors
Industry Medical Devices
Experience
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

Seth Whicker, CFP, MS Seth Whicker, CFP, MS Fort Wayne, Indiana Area Details
Seth Whicker, CFP, MS's SYM Financial Advisors Experience October 2007 - Present
Job Vice President and Senior Investment Advisor SYM Financial Advisors
Industry Financial Services
Experience
SYM Financial Advisors   October 2007 - Present

Education
Ball State University - College of Business   1988 — 1992
BS - Finance, Financial Institutions

Nick Gray Nick Gray Fort Wayne, Indiana Area Details
Nick Gray's SYM Financial Advisors Experience September 2012 - Present
Job Retirement Plan & Planning Advisor at SYM Financial Advisors
Industry Financial Services
Experience
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

Chuck Yeager Chuck Yeager Fort Wayne, Indiana Area Details
Chuck Yeager's SYM Financial Advisors Experience 1968 - 2006
Job Owner, Ladan Partners
Industry Financial Services
Experience
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

Sheila McLaughlin Sheila McLaughlin Fort Wayne, Indiana Area Details
Sheila McLaughlin's SYM Financial Advisors Experience September 2013 - Present
Job Qualified Plan Specialist at SYM Financial
Industry Financial Services
Experience
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)