Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Midland Office

bio image of male Ethan Englehart

Ethan Engelhardt

Ethan Engelhardt Ethan Engelhardt Client Service Representative Ethan has an innate skill for connecting and building lasting relationships. He thoroughly enjoys providing value and helping others any way he can. He appreciates the vast landscape of personal finance because it allows him to satisfy his never-ending desire to always be learning and improving. He enjoys working with clients for the chance to make a direct impact on their lives and see those positive effects come

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Lisa Vaillancourt

Lisa Vaillancourt Lisa Vaillancourt Client Service Representative Lisa has over a decade of experience in customer service. She learned as a former escrow officer to pay attention to detail while helping people, in some cases, achieve a huge milestone in their life. She feels the best part of working with SYM is getting to use her skills while learning something new each day. Everyone does their part and is always willing to help!   Midland, IN

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Andrew Boerma

Andrew Boerma Andrew Boerma Financial Planner Andrew is skilled in client education, financial planning, investment strategy and technical analysis. He says, “The most rewarding part of my job is seeing the implemented financial plan for a client come full circle to achieve the goal at hand and have a long-lasting effect in their lives.”  Midland, MI aboerma@sym.com Credentials Bachelor of Science in Finance– Central Michigan University  CERTIFIED FINANCIAL PLANNER® Series 66 License Andrew’s Words to

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Marissa Nowak

Marissa Nowak Marissa Nowak Client Service Representative Marissa has a lot of experience in the service industry. She enjoys helping clients achieve their own financial freedom and  focuses on knowing her clients uncommonly well so that she can help them in the best way possible. Her favorite part of working at SYM is the helpful culture in the company. Midland, MI mnowak@sym.com Credentials Bachelor of Science in Business Administration with Applied Business Communication Concentration –

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Tyler Snover

Tyler Snover Tyler Snover Senior Financial Planner Tyler combines his experience in financial planning with his technical and analytical knowledge to serve his clients. He enjoys building truly personalized financial plans and providing wealth management solutions that fit the uniqueness of the individual. He is driven by providing peace of mind to clients in all financial matters and delivering first class service. Midland, MI tsnover@sym.com Credentials Bachelor of Business Administration, Summa Cum Laude – Northwood

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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. He serves on the SYM Investment Committee. Midland, MI rcoleman@sym.com Credentials Bachelor of Science in Economics, with Merit – U.S. Naval Academy Master of Business Administration – University of Chicago, Booth School of Business CERTIFIED

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