SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Women’s Perspective

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Executive Decisions, a podcast for business leaders by SYM Financial Advisors, featuring guest Jenée Velasquez for episode 19.

Blazing Trails and Giving Back with Jenée Velasquez

June 13, 2023

Jenée Velasquez is the Executive Director of The Herbert H. and Grace A. Dow Foundation, a prestigious organization dedicated to philanthropy and community development. Velasquez began her professional journey as the Chief Executive Officer of Midland County’s Economic Development Corporation, Midland Tomorrow, where she played a pivotal role in driving economic growth and prosperity. Prior to that, she served as the Manager of Economic Development Services and the first Downtown Development Authority Coordinator in Midland.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Michelle Hipskind, a commission-free fiduciary at SYM Financial Advisors, for the EMPOWHER podcast episode featuring financial prowess for women.

Inheriting Financial Relationships

June 1, 2023

In this episode of the EmpowHER Podcast, Michelle Hipskind, a certified financial planner, discusses the phenomenon of women inheriting investment portfolios and being dissatisfied with their financial advisors. She notes that 70% of women who inherit responsibilities for an investment portfolio want to switch to someone they are more comfortable with. Michelle provides five important questions to ask a financial advisor to ensure transparency and to guarantee that the advisor is acting as a fiduciary.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for an EMPOWHER podcast episode hosted by Michelle Hipskind featuring guest Heidi Adair, presented by commission-free fiduciary SYM Financial Advisors.

Navigating the Nightmare of Probate with Heidi Adair

May 18, 2023

Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and Elder Law. She is certified as an Estate Planning & Administration Specialist by the Indiana State Bar Estate Planning and Administration Specialty Certification Board. Heidi regularly advises clients regarding the protection of assets through the use of advanced Estate Planning and Elder Law planning. She has counseled numerous families regarding wills, Revocable Living Trusts, and

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast graphic for Executive Decisions, featuring guest Holly Miller, an illustration of a rising arrow, and the expertise of SYM Financial Advisors.

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

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Julie Fasone Holder, host of the Executive Decisions podcast from SYM Financial Advisors, shares the quote, “You can’t change your brand if you don’t know what that is.”

Finding Your Brand with Julie Fasone Holder (podcast)

November 8, 2022

Julie Fasone Holder is the woman behind JFH Insights, an executive coaching business that supports leaders and influencers in developing advanced leadership strengths and bringing more value to the companies they represent. Before founding JFH Insights, Julie was the former Senior Vice President of Dow Chemical. With Dow, Julie accumulated extensive experience running multi-billion-dollar business portfolios. She also spent a few years running public and government affairs for them. Julie joins me today to describe

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A woman with crossed arms next to text noting that Generation X women are the highest earners in history yet feel less confident about retirement planning than others, a concern addressed by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, through commission-free fiduciary care.

The Rise of the Gen X Female Investor

August 16, 2022

The Baby Boomers have been holding center stage for many years when it comes to the attention given by mainstream financial products and services. But the light is beginning to shine on financial planning for younger generations like Generation X. With many of the Boomers in formal retirement now, Gen Xers and Millennials are taking the investing spotlight. Gen Xers (those aged between 40–56) are in their peak earning years, and the time to plant

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