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Podcasts

A person with short, curly hair is smiling while wearing a dark blazer. Text on the image reads "The Owner's Corner EP6 Luke Schroeder." The background has a blue overlay with diagonal stripes, highlighting Luke Schroeder.

Leadership Amid Uncertainty with Luke Schroeder

June 27, 2022

Luke Schroeder is the Owner of Starting Strength Cincinnati. After graduating with a Bachelor’s degree in Management from Purdue University, Luke worked in leadership positions across several industries, including aerospace and manufacturing. These positions include serving as the Plant Manager of Red Spot Paint, the Manufacturing Manager of Zimmer Biomet, the Senior Operations Manager of NuVasive, and the Director of Operations at Bullen Ultrasonics. Luke joins us today to discuss what it takes for a

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Podcast cover art for "Executive Decisions: A Podcast for Business Leaders." The design features white swirling lines on a green background with an upward-pointing arrow, symbolizing the dynamics of running a business. Text reads "EP6 Dave Youngstrom" at the bottom.

Connecting with Clients Through Our People with Dave Youngstrom

June 16, 2022

Dave Youngstrom is the CEO of Yeo & Yeo CPAs & Business Consultants. Yeo & Yeo is one of the country’s leading tax, technology, accounting, wealth management, and medical billing advisory firms. Dave has been part of the Yeo & Yeo family for over 28 years, where he served as Principal, Director, and Board of Directors before becoming its CEO. He earned his Bachelor of Business Administration at Saginaw Valley State University – College of

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A man in a suit smiles at the camera, with text overlay stating "The Owner's Corner EP5 Randy Strebig" on a blue geometric background, highlighting his journey in building a successful construction company.

Owner’s Corner – The Foundations of an Enduring Construction Company with Randy Strebig (podcast)

May 23, 2022

In memoriam of Randy Strebig. We are forever grateful for the time and insight he shared with us.   Randy Strebig is the Founder and Owner of Strebig Construction, a construction firm in Fort Wayne, Indiana. When Randy founded the company in 1980, he focused the firm’s efforts on residential modeling, roofing, and concrete flatwork. Over the last 40 years, Strebig Construction has been expanding and evolving into a dominant force in commercial, industrial, and

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Cover art for the “Executive Decisions” podcast, featuring episode 5 with Fred Helfrich. It has an abstract design of white arrows on a green background and text that reads: "Executive Decisions: A Podcast for Business Leaders, EP5 Fred Helfrich on enjoying retirement.

Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast)

May 9, 2022

Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a financial planning expert, Fred has mastered the art of wealth management, investments, estate planning, and financial advice. He holds a Bachelor’s degree in Mathematics from Hanover College and earned his CFP in 1986 from the College for Financial Planning. Since retiring in 2021, Fred has

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A smiling man in a suit is featured on a promotional graphic for "The Owner's Corner" podcast. Text on the graphic reads "EP4 Doug Conner Alex Shortle: Tips for Selling Your Business.

Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)

April 25, 2022

Over the last 30 years, Doug Conner has been buying and selling lower-to-middle-market businesses in the Midwest. During this time, he has also worked as the Managing Director at Periculum Capital Company and the Principal at BrightPath Capital and Cardinal Ventures. Doug holds a Bachelor’s degree in Economics and Mathematics from DePaul University and received his Master of Business Administration degree from Harvard Business School. Alex Shortle has spent the bulk of his career supporting

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A woman with shoulder-length light hair, wearing a necklace and a blazer, smiles at the camera. Text on the image reads, "Executive Decisions: A Podcast for Business Leaders," and a quote from Sarah Delahanty says, "That 'can do' attitude usually produces great opportunities for people.

Executive Decisions – Moving Forward In Business Amidst the Pandemic with Jenni Wendt (podcast)

April 11, 2022

Jennifer “Jenni” Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer care industries. Jenni is responsible for generating strategic plans that support the company’s capital planning and corporate strategy. Jenni also has oversight of Enterprise Working Capital, with a special focus on managing the risks related to $5-billion investments in trade account receivables. Jenni joins me

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Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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