SYM logo white

Corporate Executives

Podcast cover art with a green background. Text reads "EXECUTIVE DECISIONS: A Podcast for Business Leaders. EP18 Sarah Delahanty discussing executive compensation." White abstract shapes and an upward-pointing arrow are also depicted.

Ways to Maximize Your Executive Compensation and Benefits

June 6, 2023

In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, including determining what may be beneficial to exercise relating to stock options, selling or retaining restricted stock units, participating in employee stock purchase plans, and

Read More »
Cover of "Executive Decisions: A Podcast for Business Leaders." The background is green with abstract white and gray designs. An upward-pointing arrow is highlighted. Text includes "EP17" and "David Floyd.

Embracing Change and Taking Risks With David Floyd

May 9, 2023

David Floyd is an “actively retired” medical technology executive, now serving as a board member and advisor in healthcare and life sciences. During his 33-year career as a medical technology executive, David has served as a President and CEO, board member, advisor, and consultant for organizations including OrthoWorx, Abbott Spine, and AxioMed Spine Corporation. He has a background in finance, marketing, and technology, and has helped develop transformational strategies and initiatives that have delivered accelerated

Read More »
Podcast cover art with a green background features white, swirling abstract designs. Text reads: "Executive Decisions - A Podcast for Business Leaders" at the top, and "EP16 Rich Haddad" at the bottom. An ascending arrow points upwards from the abstract designs, symbolizing growth within the community.

Facing Issues in The Community Head-on with Rich Haddad

April 11, 2023

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation’s operations. With his expertise in financial reporting, he ensures the prudent management of the foundation’s funds and maintains healthy investment relationships. Apart from his professional duties, Rich is actively engaged with local community leaders and organizations to identify the best opportunities for grant-making and community participation that align with K21’s mission.

Read More »
Green and white cover art for the podcast "Executive Decisions: A Podcast for Business Leaders." The image features abstract arrows signifying growth and progress. Text: "EP14 Holly Miller.

Community Leadership in Times of Turmoil with Holly Miller

March 14, 2023

Holly Miller is the CEO of United Way of Midland County in Midland, Michigan. She is an integral part of the community and is in leadership positions for many teams and collaborative groups. Her work with the Rotary Contemporary View Club, Midland Business Alliance, Health and Services Council, and Midland Area Wellbeing Coalition helps improve lives and bring people together. She is a graduate of Lansing Community College at Kendall and Kendall School of Design

Read More »
Podcast cover art for "Executive Decisions: A Podcast for Business Leaders." The background features abstract, swirling white lines on a green gradient with a yellow arrow pointing upwards. Text reads "EP14 Tactical Stock Options and Executive Compensation.

Tactical Stock Options: Where Should You Invest in the Coming Year?

March 7, 2023

Stock season is upon us, but what does that mean? It’s the time of year when many executives receive compensation in the form of stock options, incentive stock, restricted stock, or performance stock. Here at SYM Financial, we work with some of the best executives, and we have a quick word of advice we want to share in preparing for stock season. You’ve spent the previous year making decisions for your company’s bottom line, and

Read More »
Cover art for the podcast "Executive Decisions: A Podcast for Business Leaders." The background features dynamic, abstract white lines on a green backdrop, symbolizing corporate work culture. "EP13 Mauro Gregorio" is positioned at the bottom, with an upward-pointing arrow incorporated in the design.

The Secret to a Successful Business Culture with Mauro Gregorio (podcast)

January 12, 2023

Mauro Gregorio joins me to describe Dow’s corporate work culture, diversity and inclusion program, and welcoming atmosphere. He recounts his first job and responsibilities at Dow and what he learned while holding an entry-level position. He explains the importance of humility, asking for help, and ensuring someone is there to help. Mauro also discusses how the pandemic initiated changes in the workplace—particularly in how we work—and how it disrupted the way we value work relationships.

Read More »

Podcasts

CIO Corner

Topics

How can we help?

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

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

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

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

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

Let Us Help!

We’ll listen. Then advise on your next best steps toward financial clarity.

Call Us
Email Us

Who We Serve

What We Do

Insights

Contact us

Linkedin Facebook

* 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.

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap