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Advisory Team

Octavian Sayumwe

Octavian Sayumwe Financial Advisor Octavian loves 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. Mishawaka, IN osayumwe@sym.com Credentials Bachelor of Business Administration- Bethel College, Mishawaka, IN Chartered Retirement Plans SpecialistSM

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Steve Yeager

Steve Yeager Steve Yeager Principal, Senior Financial Advisor Steve brings over two decades of experience in financial services. He specializes in working with private business owners and corporate executives on their financial plans. He spent ten years as a Naval officer and F-14 pilot. He resigned as a Lieutenant Commander in 2000. Winona Lake, IN syeager@sym.com Credentials Bachelor of Science – United States Naval Academy Masters of Business Administration – College of William and Mary

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Rick Harrison

Rick Harrison Principal, Senior Financial Advisor Rick brings more than 30 years of experience in the investment management and trust industry. He has a consistent and dependable way of educating clients on different aspects of portfolio management and financial planning.  When it comes to financial advice, he is a knowledgeable friend to have in Indianapolis. Indianapolis, IN rharrison@sym.com Credentials Master of Business Administration, University of Indianapolis Bachelor of Science in Business Finance, Indiana University Kelley

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Seth Whicker

Seth Whicker Principal, Senior Financial Advisor Seth works as a senior financial advisor and also runs the business development efforts at SYM Financial Advisors. His favorite part of his job is helping clients achieve their financial goals, putting together a solid plan and seeing the plan come to fruition. What he enjoys most about his clients is learning their story. Fort Wayne, IN swhicker@sym.com Credentials Masters in Financial Analysis- College for Financial Planning Masters in

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Rod Coleman

Rod Coleman President, Senior Financial Advisor Rod oversees SYM’s broad offerings including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, as well as portfolio management and advisement for nonprofit organizations and group retirement plans. Midland, MI rcoleman@sym.com Credentials Bachelor of Science in Economics, with Merit – U.S. Naval Academy Master of Business Administration – University of Chicago, Booth School of Business CERTIFIED FINANCIAL PLANNER™ Community Co-founder, Tri Kids Try Youth Triathlon

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Sydney Cale

Sydney Cale Financial Advisor Sydney loves to serve her clients with the utmost attention on understanding their individual story. Each client has unique goals and interests that will influence their legacy for future generations. Sydney loves that building genuine relationships is not only encouraged at SYM, but expected. Fort Wayne, IN scale@sym.com Credentials Bachelor of Science in Business Management, highest distinction – Indiana University Fort Wayne, IN Master of Business Administration – Indiana University Fort

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