SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Podcasts

Headshot of Todd Davis, PeekMed board member, for the SYM Financial Advisors podcast, Executive Decisions. SYM Financial Advisors is an independent, commission-free fiduciary with 55+ years of serving clients.

From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis

April 23, 2024

In today’s episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20’s to his transition into executive leadership roles. He emphasizes the importance of work ethic, persistence, and building relationships, sharing valuable insights from his experiences. Todd also discusses his post-executive

Read More »
Headshot of Saghi Togashi, a High Frequency Vibration Facilitator at Isch Wellness, shown in an EMPOWHER graphic by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi

April 9, 2024

In this episode of EmpowHER, host Michelle Hipskind sits down with Saghi Togashi, a quantum energy and Reiki energy facilitator. Saghi shares her journey from nursing to computer science to holistic healing. After experiencing challenges in the nursing field due to empathy overload, Saghi transitioned to computer science but always harbored a desire to help others. Her path led her to discover a quantum energy device that merged her technological background with her passion for

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Dr. Drew Flamm, President of Grace College, on the Executive Decisions podcast by the commission-free fiduciary SYM Financial Advisors.

A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm

February 27, 2024

In today’s episode of Executive Decisions, host Sarah Delahanty sits down with Dr. Drew Flamm, President of Grace College & Seminary, to explore the formative experiences that shaped his leadership path and the value of embracing a spectrum of opportunities. Dr. Flamm shares personal stories of early financial discipline, the impact of mentorship on his career, and the significance of lifelong learning in both personal and professional realms. Through anecdotes and advice, the conversation delves

Read More »
Portrait of Steve Gundy, President of Steve Gundy Coaching, for The Owner’s Corner series by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Charting the Behavioral Landscape: A Journey of Compassion and Coaching with Steve Gundy

February 22, 2024

In this episode: Host Seth Whicker converses with Steve Gundy, a seasoned professional in behavioral health and owner of a coaching practice. Gundy shares his journey from his first job mowing lawns to establishing a practice that serves individuals with developmental disabilities, leveraging his personal and professional experiences to build a successful business. He emphasizes the importance of aligning with state regulations, the challenges of service delivery, and the personal fulfillment derived from genuinely helping

Read More »
Portrait of Tina Bennett, Senior Vice President at Hallmark Home Mortgage, at the SYM Financial Advisors EMPOWHER event, hosted by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Empowering Homeownership: Navigating Mortgages and Market Trends with Tina Bennett

February 13, 2024

In this episode featuring special guest Tina Bennett from Hallmark Home Mortgage, they delve into the intricacies of mortgage debt, discussing factors like interest rates, refinancing, and the importance of seeking guidance from a mortgage professional. Through an insightful conversation and practical advice, this episode empowers people to make informed decisions about their finances and homeownership. About our guest, Tina Bennett: Tina Bennett is a seasoned professional with over 20 years of experience in the

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Tim Early, CEO of DreamOn Group, with the SYM Financial Advisors logo and the text “The OWNER’S CORNER” in this commission-free fiduciary presentation.

Packaging Unwrapped: A Journey through the Medical Device Industry with Tim Early

January 23, 2024

In this episode of the Owner’s Corner, host Seth Whicker welcomes Tim Early, CEO of DreamOn Group, for a deep dive into his entrepreneurial journey. Tim’s story begins with a move from upstate New York to Florida, marking the start of his career in the medical device industry. His narrative is not just about career choices but also highlights his entrepreneurial spirit. Tim shares candid insights into his early attempts at starting several businesses, discussing

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here