Blonde woman in a tan sweater

Janae O’Rourke

Janae O’Rourke Janae O’Rourke Financial Advisor Janae has a knack for guiding clients in finding that sweet spot between enjoying life today and preparing wisely for tomorrow. It’s all about balance – and making the process feel less overwhelming and more empowering. She says, “My favorite part about my job is the relationships – I get to hear incredible stories, share in life’s milestones, and be a trusted part of each client’s journey. It’s an

Read More »
gray haired man in suit coat in front of a window

Austin Burrows

Austin Burrows Financial Advisor Austin has a passion for making the complex simple – helping clients, colleagues, and friends understand and master unfamiliar topics that might otherwise feel overwhelming. With a wealth and breadth of experience in healthcare and financial services, he’s led high-performing teams, built strategic partnerships, and managed complex operations across highly regulated industries. Austin is driven by a deep desire to help people achieve their goals – whether personal, financial, or business

Read More »
A young man with brown hair smiling with a suitcoat and tie

Zach Kern

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

Read More »
A man with short dark hair and a beard, dressed in a black suit jacket and light blue shirt, is smiling at the camera. He is standing in a room with a softly lit background featuring large windows.

Ben Streeter

Ben Streeter Ben Streeter Financial Advisor I enjoy working with clients and providing confidence that their goals are achievable. What I enjoy most is designing a personalized financial plan that is meaningful to a client. I love that SYM has professionals that are experts in their field. Collaboration among the team allows our expertise to be best utilized for our clients. Fort Wayne, IN bstreeter@sym.com Credentials Bachelor of Science in Finance– Indiana University, Fort Wayne,

Read More »
man with glasses and brown hair on suit coat

Logan Timbrook

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

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

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

Read More »

How can we help?

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