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Rod Coleman

January 24, 2022

Rod Coleman President, Senior Financial Advisor Rod oversees SYM’s broad offerings including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, as well as portfolio management and advisement for nonprofit organizations and group retirement plans. He serves on the SYM Investment Committee. Midland, MI rcoleman@sym.com Credentials Bachelor of Science in Economics, with Merit – U.S. Naval Academy Master of Business Administration – University of Chicago, Booth School of Business CERTIFIED

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Sheila McLaughlin

January 24, 2022

Sheila McLaughlin Retirement Plan Specialist For 13 years, Sheila worked with SYM in a Third-Party Administer role and in 2014 she began her current job as retirement plan consultant. Sheila’s responsibilities include compliance testing, government reporting, and oversight of qualified plan record keeping systems. Fort Wayne, IN smclaughlin@sym.com Personal Pursuits Sheila loves spending time with her husband, Bert, and their three children: Karissa, Braxton, and Kendall. Get Sheila’s Help As life events and stages demand

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Tami Lackey

January 24, 2022

Tami Lackey Lead Trader Tami has nearly three decades of experience working in the financial services industry and brings a specialty in trust operations.  She has a knack for cutting through complexity and finding the most efficient way to accomplish a task. She brings a creative and caring touch to all that she does.  Winona Lake, IN tlackey@sym.com Credentials Bachelor of Arts in Sociology with a double concentration in Women and African-American Studies – Indiana

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Tom Ackmann

January 24, 2022

Thomas Ackmann Principal, Senior Retirement Plan Advisor Tom’s professional experience positions him to understand the rewards and challenges of offering a qualified retirement plan. His three decades of experience in all aspects of recordkeeping, compliance, design, and participant education provides a unique perspective that considers the sponsor, the plan and the participants. Fort Wayne, IN tackmann@sym.com Schedule time with Tom Credentials Bachelor of Arts, Communications, Cum Laude – Concordia University, River Forest, IL Community Member,

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Tyler Todd

January 24, 2022

Tyler Todd Senior Compliance/Operations Specialist In his role as Compliance and Operations Specialist, Tyler draws from his experience in the financial services and construction industries. He’s committed to keeping the firm and its employees compliant, and he’s passionate about finding the most efficient and effective processes. Tyler’s always willing to help wherever needed. Winona Lake, IN ttodd@sym.com Credentials Bachelor of Arts in Business Administration – Augustana College, Rock Island, IL Community Member, Board of Trustees

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Val Schoch

January 24, 2022

Val Schoch Client Service Representative Beginning work at age fifteen in the family restaurant business, Val developed useful skills in customer service and bookkeeping.  Working at a credit union provided experience in the financial field, giving her a well-rounded perspective for serving SYM clients.  Val enjoys working with others and meeting new faces.  She says she chooses to work at SYM for its strong ethics and structure. Indianapolis, IN vschoch@sym.com Credentials Working towards a Bachelor

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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

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

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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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