Advisory Team

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Rick Harrison

Rick Harrison Principal, Senior Financial Advisor Rick brings more than 30 years of experience in the investment management and trust industry. He has a consistent and dependable way of educating clients on different aspects of portfolio management and financial planning.  He serves on the SYM Investment Committee and is the Indianapolis Area Leader. When it comes to financial advice, he is a knowledgeable friend to have in Indianapolis. Indianapolis, IN rharrison@sym.com Credentials Master of Business

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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

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Rod Coleman

Rod Coleman President, Senior Financial Advisor Rod oversees SYM’s broad offerings including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, as well as portfolio management and advisement for nonprofit organizations and group retirement plans. He serves on the SYM Investment Committee. Midland, MI rcoleman@sym.com Credentials Bachelor of Science in Economics, with Merit – U.S. Naval Academy Master of Business Administration – University of Chicago, Booth School of Business CERTIFIED

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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

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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 Member,

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Shane Bradley

Shane Bradley Shane Bradley Financial Advisor Shane has an analytical mind with a strength for remaining calm amidst challenges. As a Financial Advisor, finding solutions using a thoughtful, methodical approach is where he thrives. Shane has yet to encounter a problem which he did not first try to solve using a spreadsheet. Midland, MI sbradley@sym.com Book an in-person meeting with Shane Book a virtual meeting with Shane Credentials Bachelor of Arts in Finance, Financial Planning

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