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Adam Cash

September 11, 2023

Adam Cash Adam Cash Financial Planner Adam is passionate about personal finance and believes everyone can succeed financially with the right plan. He loves to dig into the details and help lead clients down the best path to reach their goals by building a comprehensive financial plan for them. Adam is a fiduciary at heart, and truly wants what is best for others. Indianapolis, IN acash@sym.com Credentials Bachelor of Science in Finance – Ball State

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Jordan Hofmann

June 30, 2023

Jordan Hofmann Jordan Hofmann Jordan is a Trader Jordan handles client trades and rebalancing. She has a knack for applying critical thinking when rebalancing portfolios.  She is a detail oriented, ambitious learner. And she loves the encouraging and helpful culture at SYM. Fort Wayne, IN jhofmann@sym.com Credentials Bachelor of Science in Finance – Purdue University, Fort Wayne, IN Jordan’s Words to Live By “Whatever you do, work at it with all your heart, as working for

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Rachel Badowski

June 15, 2023

Rachel Badowski Rachel Badowski Trader The best part of my job is helping clients reach their goals by putting their money to work for them! My favorite part about working with my SYM colleagues is that everyone is willing to help, and everyone celebrates one another’s successes. Mishawaka, IN rbadowski@sym.com Credentials Associate in Applied Science in Baking & Pastry Arts – Johnson & Wales University, Providence, RI Bachelor of Science in Hospitality & Business Management

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Logan Timbrook

January 13, 2023

Logan Timbrook Logan Timbrook Financial Advisor Logan is a very detail oriented person who usually has a plan A, B and C! He desires meaningful relationships and aims to be a trusted confidante and truth teller to his clients. He says, “I enjoy the problem-solving nature of the advisor role and those moments when a client’s life changes for the better based on my recommendations & planning.” Fort Wayne, IN ltimbrook@sym.com Book an in-person meeting

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Keith Beers

January 12, 2023

Keith Beers Keith Beers Manager of Financial Planners/Financial Advisor Prior to gaining his experience in corporate finance and consulting, Keith spent ten years active duty in the Marine Corps as an Officer and AH-1Z pilot.  What he most enjoys about working at SYM is partnering with clients to support the fulfillment of their financial goals.   Winona Lake, IN kbeers@sym.com Schedule an in-person meeting with Keith Schedule a virtual meeting with Keith Credentials Bachelor of Arts

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Logan Vinson

November 17, 2022

Logan Vinson Logan Vinson Financial Analyst Logan has a strong understanding of private investments.  He enjoys diving into the complexities of the portfolios that contain them as no two are alike. Fort Wayne, IN lvinson@sym.com Credentials Bachelor of Science in Finance and Economics – Purdue University, Fort Wayne, IN Chartered Financial Analyst® Logan’s Words to Live By “Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1” – Warren Buffett Personal

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