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A man in a suit smiles at the camera, with text overlay stating "The Owner's Corner EP5 Randy Strebig" on a blue geometric background, highlighting his journey in building a successful construction company.

Owner’s Corner – The Foundations of an Enduring Construction Company with Randy Strebig (podcast)

May 23, 2022

In memoriam of Randy Strebig. We are forever grateful for the time and insight he shared with us.   Randy Strebig is the Founder and Owner of Strebig Construction, a construction firm in Fort Wayne, Indiana. When Randy founded the company in 1980, he focused the firm’s efforts on residential modeling, roofing, and concrete flatwork. Over the last 40 years, Strebig Construction has been expanding and evolving into a dominant force in commercial, industrial, and

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Cover art for the “Executive Decisions” podcast, featuring episode 5 with Fred Helfrich. It has an abstract design of white arrows on a green background and text that reads: "Executive Decisions: A Podcast for Business Leaders, EP5 Fred Helfrich on enjoying retirement.

Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast)

May 9, 2022

Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a financial planning expert, Fred has mastered the art of wealth management, investments, estate planning, and financial advice. He holds a Bachelor’s degree in Mathematics from Hanover College and earned his CFP in 1986 from the College for Financial Planning. Since retiring in 2021, Fred has

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A smiling man in a suit is featured on a promotional graphic for "The Owner's Corner" podcast. Text on the graphic reads "EP4 Doug Conner Alex Shortle: Tips for Selling Your Business.

Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)

April 25, 2022

Over the last 30 years, Doug Conner has been buying and selling lower-to-middle-market businesses in the Midwest. During this time, he has also worked as the Managing Director at Periculum Capital Company and the Principal at BrightPath Capital and Cardinal Ventures. Doug holds a Bachelor’s degree in Economics and Mathematics from DePaul University and received his Master of Business Administration degree from Harvard Business School. Alex Shortle has spent the bulk of his career supporting

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A woman with shoulder-length light hair, wearing a necklace and a blazer, smiles at the camera. Text on the image reads, "Executive Decisions: A Podcast for Business Leaders," and a quote from Sarah Delahanty says, "That 'can do' attitude usually produces great opportunities for people.

Executive Decisions – Moving Forward In Business Amidst the Pandemic with Jenni Wendt (podcast)

April 11, 2022

Jennifer “Jenni” Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer care industries. Jenni is responsible for generating strategic plans that support the company’s capital planning and corporate strategy. Jenni also has oversight of Enterprise Working Capital, with a special focus on managing the risks related to $5-billion investments in trade account receivables. Jenni joins me

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A smiling man with short curly hair is wearing a suit jacket and collared shirt. Text on the image reads: "The Owner's Corner, EP3, Al Grossnickle." The background features a modern office setting with large windows and blue-tinted geometric shapes.

Owner’s Corner – Business Growth in Complex Times with Al Grossnickle (podcast)

March 16, 2022

Dr. Al Grossnickle is the owner of Strategic Venture Partners LLC, a consulting company that helps entrepreneurs grow their businesses. For over a decade, Al worked as an Associate Professor of Business at Grace College, where he was also the Director of the William P. Gordon Institute. At the University of Saint Francis, Al served as the Assistant Professor of Entrepreneurship and Director of the Entrepreneurial Leadership Program. He had also served as the President,

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A woman with long dark hair, wearing a red top and a black necklace, smiles at the camera. A quote below reads, “The world you're in is always changing, so it's your obligation and responsibility to keep up with that." —Amy Wilson. Text on top reads "Executive Decisions: A Podcast for Business Leaders.

Executive Decisions. Addressing Your Team’s Individual Needs with Amy Wilson (podcast)

March 8, 2022

Amy Wilson is the General Counsel and Corporate Secretary at Dow Corporate, which aims to become the most innovative, inclusive, customer-centric, and sustainable materials science company. They provide science-based products and solutions to their customers in spheres as diverse as packaging, consumer care, mobility, and infrastructure. Amy’s responsibilities with Dow include leading and providing counsel in corporate governance, as well as managing compliance matters. She is also the executive sponsor for Dow’s lesbian, gay, bisexual,

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Image of a smiling man wearing a dark suit jacket with a collared shirt underneath. The text overlay reads, "The Owner's Corner EP2 Dr. Matt Eckert." The background is blurred with blue and green diagonal lines intersecting the image.

Owner’s Corner – Wisdom from the Downtown Dentist with Dr. Matt Eckert (podcast)

February 21, 2022

Dr. Matt Eckert has been practicing dentistry for the past 28 years. Together with his business partner Ryan Hart, Matt operates Downtown Dental, a practice honored by his long-term patients. Matt completed his undergraduate degree from Ball State University and completed his Doctorate of Dental Surgery degree at the Indiana University School of Dentistry. He is a member of several professional organizations, including the American Dental Association, the Isaac Knapp District Dental Society, and Andrews

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A podcast cover featuring the title "Executive Decisions: A Podcast for Business Leaders" with an abstract design of white arrows on a green background. The episode number "EP2" and the name "Tom Schwyn" are also displayed at the bottom.

Executive Decisions – Discerning Good Professional Advice from Bad with Tom Schwyn (podcast)

February 14, 2022

Tom Schwyn is the Vice President of Global Legal Operations and GPO General Counsel at Whirlpool, one of the world’s leading kitchen and laundry appliances brands. Tom has an incredible career story, having joined Whirlpool as an electrical engineer back in 1987. As Vice President of the Legal Operations department, today Tom is tasked with mitigating risks, optimizing value, and promoting global collaboration across legal departments. He is planning to retire by the end of

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A man with short, curly hair is smiling while seated indoors. Overlaid text reads, "The Owner's Corner," and "EP1 John Barce." Diagonal white and blue transparent graphics decorate the image.

Owner’s Corner – Creating a Solid Succession Plan with John Barce (podcast)

January 24, 2022

John Barce is the Owner and Partner at Barrett McNagny LLP, one of the oldest law partnerships in Indiana. John is a premier business attorney who focuses his practice on business transactions, federal & state taxation, and estate & business planning. He completed his JD at the Indiana University School of Law, where he graduated with Latin honors. Since 2016, John has been recognized and listed in the Best Lawyers of America publication. He is also a

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A graphic design for "Executive Decisions: A Podcast for Business Leaders." The background features abstract green and white arrow designs. Text in the bottom left reads, "EP1 Sharon Mortensen.

Executive Decisions – Making The Tough Decisions For Your Business with Sharon Mortensen (podcast)

January 18, 2022

Sharon Mortensen is the President and CEO of Midland Area Community Foundation, an organization that promotes philanthropic leadership to help the local community through scholarships, charity funding, and donations to Midland area nonprofits every year. As a leader, Sharon is responsible for overseeing all operations, from proposal to execution. She earned a Bachelor’s degree in Communications from Defiance College and a Master’s in Counseling from the University of Texas. Sharon joins me today to discuss

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Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

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