Advisory Team

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

Sheila McLaughlin Retirement Plan Specialist For 13 years, Sheila worked with SYM in a Third-Party Administer role and in 2014 she began her current job as retirement plan consultant. Sheila’s responsibilities include compliance testing, government reporting, and oversight of qualified plan record keeping systems. Fort Wayne, IN smclaughlin@sym.com Personal Pursuits Sheila loves spending time with her husband, Bert, and their three children: Karissa, Braxton, and Kendall. Get Sheila’s Help As life events and stages demand

Thomas Ackmann Principal, Senior Retirement Plan Advisor Tom’s professional experience positions him to understand the rewards and challenges of offering a qualified retirement plan. His two decades of experience in all aspects of recordkeeping, compliance, design, and participant education provides a unique perspective that considers the sponsor, the plan and the participants. Fort Wayne, IN tackmann@sym.com Credentials Bachelor of Arts, Communications, Cum Laude – Concordia University, River Forest, IL Community Member, Board of Directors, Fort