Advisory Team Archives - SYM Financial Advisors -

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Zach Kern

April 3, 2025

Zach Kern Retirement Plan Specialist Zach enjoys providing white glove client service and developing meaningful relationships. He is focused on recommending what’s in the client’s best interest and always learning with those around him. Fort Wayne, IN zkern@sym.com Credentials Bachelor of Science in Economics and Finance– Bethel University, Mishawaka, IN Bachelor of Arts in Business Management– Bethel University, Mishawaka, IN Community Member, Worship Team at Pathway Community Church Zach’s Words to Live By A man

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Logan Timbrook

January 13, 2023

Logan Timbrook Logan Timbrook Financial Advisor Logan is a very detail oriented person who usually has a plan A, B and C! He desires meaningful relationships and aims to be a trusted confidante and truth teller to his clients. He says, “I enjoy the problem-solving nature of the advisor role and those moments when a client’s life changes for the better based on my recommendations & planning.” Fort Wayne, IN ltimbrook@sym.com Book an in-person meeting

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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 Schedule an in-person meeting with Keith Schedule a virtual meeting with Keith Credentials Bachelor of Arts

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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 Book an in-person meeting with Heath Book a

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Tyler Ostrom

June 15, 2022

Tyler Ostrom Tyler Ostrom 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 Book an in-person meeting with Tyler Book a virtual meeting with Tyler Credentials Bachelor of Science – Accounting

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Octavian Sayumwe

January 24, 2022

Octavian Sayumwe Financial Advisor Octavian enjoys utilizing his personal finance knowledge to create a customized financial plan that aligns with each client’s goals and values. His favorite part about working with SYM clients is getting to know each unique story. He respects that each story is different. Just as each story is unique, so is each person’s financial situation and the planning that surrounds it. Mishawaka, IN osayumwe@sym.com Book an in-person meeting with Octavian

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