Rod Coleman
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.
Credentials
Bachelor of Science in Economics, with Merit – U.S. Naval Academy
Master of Business Administration – University of Chicago, Booth School of Business
CERTIFIED FINANCIAL PLANNER®
Community
Co-founder, Tri Kids Try Youth Triathlon
Coach, Midland Soccer Club
Past President, Midland County Council on Aging
Past Treasurer, Midland Area Community Foundation
Rod’s Words to Live By
“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” -Theodore Roosevelt
Personal Pursuits
Rod enjoys his family, fitness, and challenging the mind and body. Rod plans to devote more time to Habitat for Humanity in retirement. He also enjoys being a volunteer reader to school-aged children.
Get Rod’s Help
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 Midland work for you call 800-888-7968 or email info@sym.com.
