SYM logo

Winona Lake Office

Brian Swinehart

Brian Swinehart Brian Swinehart Brian is a Financial Advisor My seventeen years of corporate experience along with previous exposure to the field of financial advising provides me with an appreciation for how little time there is for many executives/managers to devote to the incredibly important task of planning for one’s financial future. Winona Lake, IN bswinehart@sym.com Credentials Bachelor of Science – Management,United States Military Academy CERTIFIED FINANCIAL PLANNER™ Community Board President Board Member Brian’s Words

Read More »

Andy Popenfoose

Andy Popenfoose Principal and Chief Investment Officer. In his role as Chief Investment Officer, Andy draws from experience in communicating with individuals from varied backgrounds. Prior to working with SYM, Andy lectured courses in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business, contributed research to expert testimonies heard by congressional boards and in several of our nation’s largest financial court cases, and was awarded the Bronze Star Medal in Operation Iraqi

Read More »

How can we help?

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