Heath Simcoe
Heath Simcoe
Financial Advisor
With over eight years of experience in the financial services industry, Heath serves his clients by walking alongside and guiding them to attain their life goals. He focuses on learning about clients’ goals, outside of their financial aspirations, and knowing them and their families well. He especially enjoys putting the financial puzzle together with a proven strategy.
Credentials
Accredited Investment Fiduciary Designation – Fi360
Community
Member, Board of Directors for United Way Whitley and Kosciusko Counties
Freshman Boys Basketball Coach, Warsaw Community High School
Heath’s Words to Live By
“If your actions inspire others to dream more, learn more, do more, and become more, you are a leader.”
-John Quincy Adams
Personal Pursuits
Heath and his wife Janna have three active boys and enjoy basketball, baseball, football, and soccer. Heath and Janna strive to instill in their boys the value of showing respect, humility, and integrity and placing God 1st, others 2nd, and self 3rd to prepare them for the life ahead. The entire family loves reading and vacationing in Tennessee and Florida. Heath is a lifelong learner, always looking to grow and better himself, and others, every day.
Favorite Books
“Mindset” by Carol S. Dweck
“They Call Me Coach” by John Wooden
“Atlas Shrugged” by Ayn Rand
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Warsaw work for you call 800-888-7968 or email info@sym.com.
