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The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.

Indianapolis Office

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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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Matthew Pegg

June 1, 2022

Matthew Pegg Matthew Pegg Client Service Representative Matthew is detail-oriented and responsive. His knowledge of the many different account types in the financial industry leaves him equipped to serve well. He is a great contributor to the Indianapolis team.  Indianapolis, IN mpegg@sym.com Credentials Bachelor of Science in Consumer Science with a focus on Financial Counseling and Planning – Purdue University Matthew’s Words to Live By “Life Happens.” Personal Pursuits Matthew’s goal is to earn his

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Rick Harrison

January 24, 2022

Rick Harrison Principal, Senior Financial Advisor Rick brings more than 30 years of experience in the investment management and trust industry. He has a consistent and dependable way of educating clients on different aspects of portfolio management and financial planning.  He serves on the SYM Investment Committee and is the Indianapolis Area Leader. When it comes to financial advice, he is a knowledgeable friend to have in Indianapolis. Indianapolis, IN rharrison@sym.com Credentials Master of Business

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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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Jonathan Hueftle

January 24, 2022

Jonathan Hueftle Jonathan Hueftle Financial Advisor. Jonathan joined SYM Financial Advisors in 2000. He enjoys meeting with clients to better understand their financial needs and bring SYM’s best thinking to their financial lives. Jonathan takes a no-nonsense approach to the work he performs for his clients. He focuses on building genuine relationships in order to provide clear, realistic financial direction. Indianapolis, IN jhueftle@sym.com Credentials Bachelor of Science in Environmental Affairs with concentrations in Economics and

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Derek Weed

January 24, 2022

Derek Weed Derek Weed Derek is a Financial Advisor. Derek has worked in the financial services industry since 2012 and has extensive experience working with families of many ages and across the wealth spectrum.  He is a learner and educator at heart.  One of the things Derek loves most about his job is helping clients gain clarity and confidence in their financial picture, at all stages of life. Indianapolis, IN dweed@SYM.com Credentials Bachelor of Arts

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Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

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It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
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