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.
Call Us

800 888-7968

Mon to Fri

8am-5pm

Locations
The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.

Winona Lake Office

a woman leaning against a wall

Sarah Mackintosh

June 20, 2024

Sarah Mackintosh Sarah Mackintosh Client Service Representative Sarah brings 20 years of experience in the financial industry to her SYM team. She has a background in life insurance, retirement services, securities trading, and financial operations. She says she appreciates being a part of SYM because it operates on integrity and doing what is best for each client.  Winona Lake, IN smackintosh@sym.com Credentials Bachelor of Science, Political Science – Northern Kentucky University; Highland Heights, KY Community

Read More »
A man with short dark hair is smiling while wearing a navy blue suit jacket and a white dress shirt. He is standing indoors with a blurred background. The overall atmosphere is professional.

Keith Beers

January 12, 2023

Keith Beers Keith Beers Manager of Financial Planners/Financial Advisor Prior to gaining his experience in corporate finance and consulting, Keith spent ten years active duty in the Marine Corps as an Officer and AH-1Z pilot.  What he most enjoys about working at SYM is partnering with clients to support the fulfillment of their financial goals.   Winona Lake, IN kbeers@sym.com Credentials Bachelor of Arts in Psychology, Cum Laude, Georgia Southern University Master of Science in Finance,

Read More »
A bald man with glasses is smiling at the camera. He is wearing a grey suit with a white dress shirt. The background is blurred but appears to be an indoor office setting.

Heath Simcoe

October 10, 2022

Heath Simcoe Heath Simcoe Financial Advisor With over eight years of experience in the financial services industry, Heath serves his clients by walking alongside and guiding them to attain their life goals.  He focuses on learning about clients’ goals, outside of their financial aspirations, and knowing them and their families well.  He especially enjoys putting the financial puzzle together with a proven strategy.  Winona Lake, IN hsimcoe@sym.com Credentials Accredited Investment Fiduciary Designation – Fi360 Community

Read More »
A woman with shoulder-length wavy hair, wearing a light blue and white striped blazer over a white top, smiles at the camera. The background is blurred, giving a professional and clean appearance.

Valerie Sausaman

September 2, 2022

Valerie Sausaman Valerie Sausaman Client Service Representative Valerie brings attention to detail and thoroughness to the work she does at SYM.  Valerie values being able to assist clients with their financial goals, ideally enabling their life ambitions to come to fruition. Valerie says she especially loves how every SYM employee lives out the company values and is willing to lend a hand whenever needed. The work environment and services SYM offers is what led her

Read More »
A man with short hair, wearing a dark blazer over a checkered shirt, smiles at the camera. He is standing in front of a light background with a grid pattern.

Tyler Ostrom

June 15, 2022

Tyler Ostrom Tyler Ostrom Tyler is a Financial Advisor Tyler’s public accounting and corporate finance background is an asset for serving clients as he understands the tax experience better than many. Tyler says he has always had a service mindset and SYM allows that to bear fruit, both individually and as a group, for our clients. Winona Lake, IN tostrom@sym.com Credentials Bachelor of Science – Accounting and Finance,Ball State University Master of Business Administration –

Read More »
A woman with shoulder-length wavy hair and glasses smiles while leaning against a wall. She is wearing a mustard-colored cardigan and a black top. The background is blurred, showing indoor surroundings.

Rhonda Peugh

January 24, 2022

Rhonda Peugh Financial Planner Rhonda takes a patient and kind approach to serving her clients. She believes that SYM really does put clients first, and cares genuinely about its employees, which creates an ideal setting for uncommon service. The opportunity to develop personal relationships while providing financial plans is very rewarding to her. Winona Lake, IN rpeugh@sym.com Credentials Bachelor of Science in Business Administration and Psychology – Grace College, Warsaw, IN Financial Paraplanner Qualified Professional ™

Read More »

Podcasts

CIO Corner

Topics

How can we help?

This field is for validation purposes and should be left unchanged.

Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

How Can We Help?

Learn More

It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
Start Here
Logo of SYM Financial Advisors. The letters "SYM" are bold and green with a stylized leaf underlining them. Below, "FINANCIAL ADVISORS" is written in uppercase, green font.

Who We Serve

What We Do

Insights

Contact us

Linkedin Envelope Facebook

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap