SYM Financial Advisors

Joseph Brown is a CFP® professional with nine years of experience in the financial services industry, currently serving at SYM Financial Advisors since 2017. He previously worked at ProFed Credit Union and has a background as a student from 2011 to 2016. Outside of his advisory role, Brown serves as Treasurer for Northeast Indiana Public Radio, advising on the organization’s financial condition. SYM Financial Advisors offers wealth management, financial planning, and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation process implemented through diversified investment vehicles and customized strategies.

Richard Harrison is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with SYM Financial Advisors since 2013. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a tactical asset allocation process using model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.

Evan Stark is a CFP® professional with nine years of industry experience. He has worked at SYM Financial Advisors since 2018 and previously held roles at KFG Wealth Management, Korhorn Financial Group, and Securities America Inc. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.

Janae O’Rourke is a CFP® and ChFC® with seven years of experience in financial advisory. She is currently with SYM Financial Advisors and previously worked at Cambridge Investment Research Advisors, Ameriprise Financial Services, and Edward Jones. SYM Financial Advisors provides wealth management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages approximately $4.88 billion in assets using a top-down, tactical asset allocation process implemented through diversified investment strategies and overseen by an investment committee.

Michelle Hipskind is a CFP® professional with 22 years of industry experience, currently serving at SYM Financial Advisors since 2016. Prior to that, she worked at Comprehensive Asset Management & Servicing, Inc. and Shelton Financial Group. She is a member of the board of directors for Humane Fort Wayne, a charitable organization. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation approach implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.

Thomas Ackmann is a financial advisor at SYM Financial Advisors with 15 years at the firm and six years of industry experience. He holds a Series 65 designation. Ackmann serves as an advisory board member for Schwab Retirement Business Services Trust & Custody Advisory Board, assisting in the development and enhancement of Schwab products and services. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.

Octavian Sayumwe is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at SYM Financial Advisors since 2021 and previously was with Korhorn Financial Group and Everence. He serves as Foundation Chair for the Rotary Club of South Bend, where he participates in investment-related discussions and club giving. SYM Financial Advisors provides wealth management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and other vehicles.

Derek Weed is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SYM Financial Advisors since 2020. He previously worked at Schwab Private Client Investment Advisory and Charles Schwab & Co., Inc. Derek is an investment committee member for Highlands Latin School, providing advice and oversight concerning their investments. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and other vehicles.

Adam Cash is a CFP® and holds a Series 65 license with one year of industry experience. He has worked at SYM Financial Advisors since 2023 and previously spent a year with Credent Wealth Management. Adam completed six years as a full-time student prior to entering the financial advisory field. SYM Financial Advisors provides wealth management, financial planning, and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process using a variety of investment vehicles and strategies.

Logan Timbrook is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with SYM Financial Advisors in Fort Wayne, IN, and has previously worked at Wealth Advisors Group, Strategic Benefit Consultants, Inc., LPL Financial LLC, Dulin, Ward, and DeWald, Inc., and Indiana University–Purdue University Fort Wayne. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets and employs a top-down, tactical asset allocation process overseen by an investment committee.

Brian Swinehart is a CFP® professional with 7 years of experience, currently serving as an advisor at SYM Financial Advisors since 2018. Prior to joining SYM, he worked at Zimmer Biomet for six years. Outside of his advisory role, he serves as President of the Board of Directors for the Warsaw Aquatic Club, where he participates in board meetings and advises on the investment account. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets and employs a tactical asset allocation process using various investment vehicles, including model portfolios, mutual funds, ETFs, alternative investments, and third-party automated platforms.

Rodney Coleman is a CFP® professional with 24 years of industry experience. He has been with SYM Financial Advisors since 2000. Coleman serves on investment committees and boards for several charitable organizations, including the Midland Area Community Foundation, Strosacker Foundation, Midland Kid's First, and MyMichigan Medical Center. SYM Financial Advisors provides wealth management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a top-down, tactical asset allocation process and utilizes a range of investment vehicles, including model portfolios, mutual funds, ETFs, and alternative investments.

Keith Beers is a CFP® at SYM Financial Advisors with one year of industry experience. He has served in various roles within the United States Marine Corps since 2015 and currently holds the rank of Major and works as an AH-1Z pilot in the Marine Corps Reserves. Prior to joining SYM Financial Advisors, he worked at Greencastle Consulting and Johnson & Johnson. SYM Financial Advisors provides wealth management, financial planning, and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation strategy implemented through diversified investment vehicles and customized portfolios.

Sarah Delahanty is a CFP® professional with 10 years of industry experience, currently serving at SYM Financial Advisors since 2011. She is a member of the Board of Directors for the Saginaw Valley State University Foundation, participating in board and investment committee meetings. SYM Financial Advisors provides wealth management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities, managing approximately $4.88 billion in assets through a top-down, tactical asset allocation process utilizing a range of investment vehicles and strategies.

Andrew Popenfoose is a CFA® charterholder with 8 years of industry experience. He has been with SYM Financial Advisors in Winona Lake, IN since 2014. Outside of his advisory role, he serves as a board member of the Winthrop University Foundation, a charitable organization. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation approach implemented through diversified investment vehicles and strategies.