Community
SYM believes in community involvement.
We put our money where our mouth is and we put our people there, too.
SYM supports our community organizations as a company, and we also provide Volunteer Time Off to all employees to give back to the places where they work, live, and play. We’re proud to say our employees support, volunteer, serve, and lead public, not-for-profit, and community organizations throughout the Midwest.
Paul Dornbier earns 2019 Standing Ovation Award
FORT WAYNE, IN – SYM Financial Advisors is pleased to announce Paul Dornbier, CFA®, CAIA®, as the recipient of SYM’s annual Standing Ovation Award. Each year, the Standing Ovation Award recognizes a single member of SYM’s team for the relentless pursuit of excellence in their work.
Dornbier is a Senior Investment Analyst and member of SYM’s Investment Committee.
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Brad Duling earns 2019 President’s Award
Midland, MI – SYM Financial Advisors is pleased to announce Brad Duling, CFP®, as the recipient of SYM’s annual President’s Award. SYM’s Board of Directors presents this prestigious award annually to the company’s most valuable player.
Duling joined SYM in 2011 and holds a Bachelor of Science degree from Central Michigan University. A Certified Financial Planner™
Shane Bradley earns 2019 Client First Service Award
Midland, MI – SYM Financial Advisors is pleased to announce Shane Bradley, CFP®, MS, as the recipient of SYM’s Client First Service Award.
Each year, the Client First Service Award recognizes a single member of SYM’s team for exemplifying the core values that drive the success of the organization: serving clients uncommonly well, and building relationships of trust.
“At Home With the Ackmanns” Fort Wayne Living feature …
The first morning the Ackmanns awoke in their new home on the outskirts of Roanoke, Jennifer opened the front door and called to her husband Tom. Jennifer left Fort Wayne after graduation from Concordia Lutheran High School to study education at Valparaiso University in northwest Indiana. She stayed in Valparaiso after college to teach. Shortly after their marriage, whe the couple was living in Roselle, Illinois, Jennifer mused that perhaf
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SYM Financial Advisors Welcomes Black and Slocum as Partners
SYM FINANCIAL ADVISORS WELCOMES BLACK AND SLOCUM AS PARTNERS
SYM Financial Advisors is pleased to welcome Kris Black, CPA and Jonathan Slocum, CFP®, as its newest partners. Black serves as SYM’s Chief Financial Officer. She earned a Bachelor of Science in business accounting from Indiana University Bloomington and is a Certified Public Accountant. She joined SYM in 2012.
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50 Years of Community
Partners In Community
SYM is proud to support the following organizations.
Carmel Symphony Orchestra
Dow Great Lakes Invitational
Fort Wayne Children’s Zoo
Fort Wayne Medical Society Alliance
Greater Midland Tennis Center
Rotary Club
Northern Indiana Community Foundation
St. Brigid Catholic School
The Legacy Center for Community Success
Zonta International
Habitat for Humanity
Knights of Columbus
Edwardsburg Schools
Midland Soccer Club
Watch Us Farm
Kids Peace
Camp Fish Tales
Court Appointed Special Advocates (CASA)
Crosswinds Inc.
Fat and Skinny Tire Fest
Fellowship Missions
Hidden Harvest Food Bank
Joe’s Kids
Kosciusko Chamber of Commerce
Kosciusko County Cancer Care Fund
Midland Firefighters Young Foundation
Right to Life of North Central Indiana
Tracey’s Trails Fund
Wagon Wheel Center for Performing Arts
Warsaw Community Schools
Potawatomi Zoo Society
Leukemia & Lymphoma Society
Midland Soccer Club
2nd Mile Missions
Cancer Services of Midland
Combined Community Services of Warsaw
Humane Society of Midland County
Indiana Chamber of Commerce
Kosciusko County Community Foundation
South Bend Regional Chamber of Commerce
The Rock Center for Youth Development
United Way of Midland County
Washington Stem Academy
Whirlpool Foundation
Midland Area Community Foundation
Baker Youth Club
Humane Fort Wayne
Wells County Chamber of Commerce
The Village at Winona
Bridge Food Center
