Midland Office

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

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 sbradley@sym.com Credentials Bachelor of Arts in Finance, Financial Planning and Business Administration – Grace College, Winona Lake, IN MS in Financial

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

Sarah Delahanty Sarah Delahanty Principal, Senior Financial Advisor Sarah is a Senior Financial Advisor and also the Midland Office Area Leader. She says, “I love what I do. My job is one part relationships, one part problem solving. For me, that’s the best of both worlds!” You can count on Sarah to provide independent, conflict-free advice because she serves clients as a fiduciary. This distinction means she works in their best interest, not hers. She