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Indianapolis Office

Rick Harrison

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.  When it comes to financial advice, he is a knowledgeable friend to have in Indianapolis. Indianapolis, IN rharrison@sym.com Credentials Master of Business Administration, University of Indianapolis Bachelor of Science in Business Finance, Indiana University Kelley

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Val Schoch

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

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

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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Amanda Legler

Amanda Legler​ Amanda Legler Financial Advisor With over a decade of experience in the financial industry, Amanda works closely with clients identifying and implementing financial strategies. Amanda’s favorite part of her job is providing educated, unbiased planning advice. She thrives on forming relationships and places a special focus on helping others understand how to use money for a bigger purpose. She loves the service attitude that is so prominent at SYM. Indianapolis, IN alegler@sym.com Credentials

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