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.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary wearing a blue dress shirt and a navy blue suit jacket.

Rod Coleman

January 24, 2022

Rod Coleman Rod Coleman President & CEO, 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 @rod-coleman-cfp-mba-27806551 Credentials Bachelor of Science in Economics, with Merit – U.S. Naval Academy Master of Business Administration – University of Chicago,

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors professional in an orange cardigan and a silver necklace.

Sheila McLaughlin

January 24, 2022

Sheila McLaughlin 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 @sheila-mclaughlin-6453a511 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

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A blonde woman with glasses from SYM Financial Advisors smiling at the camera.

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 @tami-hartman-3772947 Credentials Bachelor of Arts in Sociology with a double concentration in Women and African-American Studies –

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors consultant wearing glasses, a blue checkered shirt, and a navy blue blazer.

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 @tom-ackmann-784a724 Credentials Bachelor of Arts, Communications, Cum Laude – Concordia University, River Forest, IL Community Member, Board of Directors,

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors consultant with a beard and glasses, wearing a suit jacket and dress shirt.

Tyler Todd

January 24, 2022

Tyler Todd Tyler Todd Senior Compliance/Operations Specialist In his role as Senior 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 for SYM. Tyler is always willing to help wherever needed. Winona Lake, IN ttodd@sym.com @tylerttodd Credentials Bachelor of Arts in Business Administration – Augustana College, Rock

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling woman with long blonde hair wearing a light green blazer with her arms crossed, representing a SYM Financial Advisors fiduciary.

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 valuable 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 @valerie-schoch-fpqp%C2%AE-161527b3 Credentials Bachelor of

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