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A man with a smile is seen in a professional portrait. Text on the image reads: "The Owner's Corner, Steve Gundy, President Steve Gundy Coaching." The logo for SYM Financial Advisors is in the top right corner. The background is a gradient of dark colors, highlighting his commitment to special needs coaching.

Charting the Behavioral Landscape: A Journey of Compassion and Coaching with Steve Gundy

February 22, 2024

In this episode: Host Seth Whicker converses with Steve Gundy, a seasoned professional in behavioral health and owner of a coaching practice. Gundy shares his journey from his first job mowing lawns to establishing a practice that serves individuals with developmental disabilities, leveraging his personal and professional experiences to build a successful business. He emphasizes the importance of aligning with state regulations, the challenges of service delivery, and the personal fulfillment derived from genuinely helping

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Tina Bennett bio image

Empowering Homeownership: Navigating Mortgages and Market Trends with Tina Bennett

February 13, 2024

In this episode featuring special guest Tina Bennett from Hallmark Home Mortgage, they delve into the intricacies of mortgage debt, discussing factors like interest rates, refinancing, and the importance of seeking guidance from a mortgage professional. Through an insightful conversation and practical advice, this episode empowers people to make informed decisions about their finances and homeownership. About our guest, Tina Bennett: Tina Bennett is a seasoned professional with over 20 years of experience in the

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A man in a business suit with short, gray hair smiles at the camera. Text reads "Tim Early, CEO DreamOn Group" and "SYM Financial Advisors Executive Decisions, A Podcast for Business Leaders in the Medical Device Industry" on a green and purple background.

From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early

January 30, 2024

In this episode: In this episode of Executive Decisions, guest hosted by Seth Whicker, guest Tim Early, CEO of DreamOn Group, shares his insightful journey from an early career decision to move from New York to Florida, leading to a pivotal role in the medical device industry with Cordis Corporation. Tim reflects on his educational transitions, notably from West Point to Rochester Institute of Technology, and his shift from accounting to packaging engineering, emphasizing the

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A man with short gray hair and wearing a blue suit and white shirt is smiling at the camera. Text on the image reads "SYM Financial Advisors," "The Owner's Corner," and "Tim Early, CEO DreamOn Group." Ideal for business owners seeking expert advice.

Packaging Unwrapped: A Journey through the Medical Device Industry with Tim Early

January 23, 2024

In this episode of the Owner’s Corner, host Seth Whicker welcomes Tim Early, CEO of DreamOn Group, for a deep dive into his entrepreneurial journey. Tim’s story begins with a move from upstate New York to Florida, marking the start of his career in the medical device industry. His narrative is not just about career choices but also highlights his entrepreneurial spirit. Tim shares candid insights into his early attempts at starting several businesses, discussing

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Leslie Friedel, Chief Executive Officer of Stillwater Hospice, smiles in a blue top. The image features the SYM Financial Advisors logo and a green banner with the word "EmpowHER," highlighting her commitment to palliative care.

What You Should Know About the Messy Middle of Life Limiting Illnesses

December 28, 2023

We live longer but our capacity is diminishing and in practical care giving it’s not always clear who is making the decisions from day-to-day. As a financial advisor, I work with clients everyday who live in the gray space with their loved ones.  This is the messy middle, where caring for those who are perfectly capable one day, but then slowly diminishing the next, is a confounding effort. I am always encountering professionals who enlighten

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A man in a suit is smiling at the camera. The text on the image reads "The Owner's Corner EP 19 Matt Roskuski." The background features a gradient of blue tones, creating a professional setting for business owners to gain insights.

Bridging the Gap: How Matt Roskuski Helps Companies Work as One

December 5, 2023

Owner of Status Go Consulting, Matt Roskuski, has over two decades of executive-level sales and marketing experience. He has worked for organizations of all sizes, from small privately-owned companies to global giants. His experience spans a diverse collection of industries including technology, telecommunications, manufacturing, consumer products, ecommerce and healthcare.   Matt’s a native of Ft. Wayne and has a degree in Management from Purdue – West Lafayette. Early in his career, he spent nine years

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A smiling person with short, curly hair is seen from the shoulders up, wearing a dark suit jacket over a button-up shirt. Text reads "The Owner's Corner" and "EP 18 Gordon Bell" on the bottom right. The image is overlaid with blue geometric shapes, hinting at insights into selling a business.

Want to Sell Your Business? Critical Steps to Exit Planning Revealed with Gordon Bell

November 22, 2023

Gordon Bell is the Founder and CEO of The Midland Group, a business advisory firm based in Fort Wayne, Indiana. Founded in 1991, The Midland Group has advised clients – both national and international with revenues ranging from $10 million to $5 billion – across a range of industries: manufacturing, distribution, service, and retail. The Midland Group, along with its strategic alliance partners, offers advisory services in Leadership Development, Succession Contingency Planning, Sales and Marketing,

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A smiling man with curly hair, wearing a dark suit jacket, is featured on the cover of "The Owner's Corner" podcast. Text on the image reads "The Owner's Corner," "EP 17," and "Matt Schrock." The background has a blue gradient with diagonal light streaks.

How a Values-Driven Culture Attracts Ideal Clients with Matt Schrock

October 31, 2023

In this episode Matt Schrock discusses the journey that led him to joining the family construction business, DJ Construction. He talks about how DJ Construction was started by his grandfather and uncle in 1954 and has grown over the decades to include an office in Kalamazoo, Michigan. Matt describes DJ Construction’s leadership structure and how they ensure the right people are in the right roles. He also discusses the company’s focus on their core values

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A promotional image for "EmpowHER - Financial Prowess for Women," hosted by Michelle Hipskind, CFP. Episode 9 features Lindsay Koler discussing Medicaid planning. The SYM Financial Advisors logo is at the top. Lindsay Koler is smiling and has a shoulder-length blonde hairstyle.

Strategies for Protecting Your Family with Medicaid Featuring Lindsay Koler

October 25, 2023

This podcast episode discusses Medicaid planning and how it can be used as an asset protection tool rather than just a last resort. Lindsay Koler, an elder law attorney, explains how Medicaid assessments and proper planning can help couples protect their homes and retirement accounts. She emphasizes getting powers of attorney updated and doing Medicaid planning well in advance of needing long-term care.   We look at whether someone needs help with activities of daily

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Cover art for the podcast "Executive Decisions: A Podcast for Business Leaders." It shows a woman smiling, wearing a yellow top, with arrow designs in the background. Text includes "EP23 Dionna Topps James.

Cultivating Diverse Leaders and Inclusive Culture with Dionna Topps James

October 10, 2023

Dionna has been with Whirlpool Corporation for 15 years and currently leads the Whirlpool Sales Enablement Team as well as being the Chief of Staff for the Sales SVP.  She is responsible for creating strategies and experiences to enable profitable sales growth for both Whirlpool and its Trade Customers. Dionna has held various positions with escalating responsibility within training, operations, sales and merchandising. As an accomplished sales leader she has been awarded National Sales Manager

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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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