Rod Coleman, CFP®, MBA

Rod Coleman oversees personal financial advisory services at SYM, including application of our portfolio management and wealth management services for our individual and institutional clients. Rod oversees SYM's broad offerings, including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, and portfolio management and advisement for nonprofit organizations and group retirement plans.

Rod is a CFP® practitioner, and holds an MBA in investments and finance from the University of Chicago’s Booth School of Business. He earned an undergraduate degree in economics from the United States Naval Academy, graduating with merit. Prior to joining SYM, Rod served nine years as a Naval Flight Officer in the F-14 Tomcat.

Rod serves as President of the Board for Midland County Council on Aging and serves on the Board of the Midland Area Community Foundation. He is active coaching youth soccer, and he and his family started a triathlon for children who live in and around Midland, Saginaw, and Bay City, Michigan.