Fort Wayne Office

A woman with shoulder-length curly dark hair smiles at the camera. She is wearing a purple cardigan over a red top, and a necklace with interlocking circles. The background is softly blurred, showing large windows and a light-filled room.

Reba Davis

Reba Davis Wealth Management Operations Coordinator and Senior Financial Planner I thrive at work when I am making improvements and delivering solutions, whether in the form of a client’s financial situation or SYM’s internal processes and systems. I am also a helper by nature, which fits perfectly with my role as I get to help clients and SYM staff daily in a variety of ways. Fort Wayne, IN rdavis@sym.com Credentials Bachelor of Science in Business

Read More »
main with beard and short light brown hair in suit coat

Paul Dornbier

Paul Dornbier Principal and Senior Financial Analyst Paul’s greatest strength is financial analysis, particularly when deciphering world events and their impact on financial markets. He also enjoys delving into client circumstances and developing a financial roadmap to accomplish their goals. Fort Wayne, IN pdornbier@sym.com Credentials Bachelor of Business Administration, double major in Finance and Economics – University of Iowa, Iowa City, IA Chartered Financial Analyst® Chartered Alternative Investment Analyst Financial Risk Manager (FRM®) Community Volunteer,

Read More »
smiling man with glasses in a tan suit coat

Steve Saylor

Steve Saylor IT Manager Steve has been taking things apart and putting them back together since before he could walk. He brings to SYM 25 years of experience consulting, directing and implementing large scale IT projects. Having been a CIO consultant for over four dozen financial institutions, hospitals and health care facilities, as well as many manufacturers and non-profit organizations, his expertise is a big asset to SYM. Steve says, “I love getting up each and

Read More »
brown curly haired man in navy suit coat

Seth Whicker

Seth Whicker Principal, Senior Financial Advisor Seth works as a senior financial advisor and Area Leader. He also oversees the business development efforts for SYM Financial Advisors and serves on the SYM Investment Committee. His favorite part of his job is helping clients achieve their financial goals, putting together a solid plan and seeing the plan come to fruition.  What he enjoys most about his clients is learning their story. Fort Wayne, IN swhicker@sym.com Credentials

Read More »
woman with medium length brown hair

Sheila McLaughlin

Sheila McLaughlin Retirement Plan Specialist For 13 years, Sheila worked with SYM in a Third-Party Administer role and in 2014 she began her current job as retirement plan consultant. Sheila’s responsibilities include compliance testing, government reporting, and oversight of qualified plan record keeping systems. Fort Wayne, IN smclaughlin@sym.com Personal Pursuits Sheila loves spending time with her husband, Bert, and their three children: Karissa, Braxton, and Kendall. Get Sheila’s Help As life events and stages demand

Read More »
man with short hair and glasses in a blue suit with white shirt

Tom Ackmann

Thomas Ackmann Principal, Senior Retirement Plan Advisor Tom’s professional experience positions him to understand the rewards and challenges of offering a qualified retirement plan. His three decades of experience in all aspects of recordkeeping, compliance, design, and participant education provides a unique perspective that considers the sponsor, the plan and the participants. Fort Wayne, IN tackmann@sym.com   Schedule time with Tom Credentials Bachelor of Arts, Communications, Cum Laude – Concordia University, River Forest, IL Community

Read More »

How can we help?

This field is for validation purposes and should be left unchanged.