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Midland Office

Tyler Snover

Tyler Snover Tyler Snover Financial Planner Tyler combines his experience in financial planning with his technical and analytical savvy to serve his clients. He enjoys building truly personalized and comprehensive financial plans that fit the uniqueness of the individual. Midland, MI Credentials Bachelor of Business Administration, Summa Cum Laude – Northwood University Licensed Certified Public Accountant Community Member Volunteer Tyler’s Words to Live By “Never let yesterday use up too much of today.” Personal

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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. Midland, MI 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

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Kaleigh Stoddard

Kaleigh Stoddard Senior Financial Planner. Kaleigh is a planner, educator, and helper by nature, which suits her well in her role as Training Coordinator and a mentor for new Financial Planners and Advisors. These qualities also allow her to serve her clients and teammates uncommonly well. Kaleigh values the wealth of knowledge and experience her colleagues bring to SYM, and she strives to continue learning and challenging herself each day. Midland, MI Credentials Bachelor

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Shane Bradley

Shane Bradley Shane Bradley Financial Advisor Shane has an analytical mind with a strength for remaining calm amidst challenges. As a Financial Advisor, finding solutions using a thoughtful, methodical approach is where he thrives. Shane has yet to encounter a problem which he did not first try to solve using a spreadsheet. Midland, MI Credentials Bachelor of Arts in Finance, Financial Planning and Business Administration – Grace College, Winona Lake, IN MS in Financial

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Natalie Deatsman

Natalie Deatsman Natalie Deatsman Financial Planner and Trader I enjoy engaging with clients and getting to know them and their families. It is also great to be a part of the SYM family and see the benefits of true teamwork play out in the workplace as well as in a positive way for our clients. Midland, MI Credentials Bachelor of Arts – DePauw University, Greencastle, IN Master of Business Administration – Davenport University, Grand

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Mitch Kennedy

Mitch Kennedy Mitch Kennedy Financial Advisor Mitch says a favorite part of his job is helping clients achieve their goals.  He enjoys showing people how the decisions they make today can affect their future. Mitch appreciates that SYM operates in a team environment where everyone is willing to pitch in to help. “When you work with SYM, you don’t work with one advisor, you work with a whole team of knowledgeable and friendly people assembled

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