Midland Office

Marcia Woodbridge Marcia Woodbridge Financial Advisor Marcia has served clients as a financial advisor since 2002.  She has a strong track record for developing relationships that build trust. Midland, MI mwoodbridge@sym.com Credentials Bachelor of Science in Chemistry – Saint Mary’s College, Notre Dame, IN CERTIFIED FINANCIAL PLANNER™ Marcia’s Words to Live By Find joy in the journey. Personal Pursuits Marcia is a lover of travel, both local and global. At home, some of her favorite

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 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 FINANCIAL PLANNER™ Community Co-founder, Tri Kids Try Youth Triathlon