SYM logo white

Advisory Team

A middle-aged man with short grey hair is smiling at the camera. He is wearing a blue checkered suit jacket over a light blue shirt. The background is somewhat blurred and appears to be an indoor setting with large windows.

Rod Coleman

January 24, 2022

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. He serves on the SYM Investment Committee. 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

Read More »
woman with medium length brown hair

Sheila McLaughlin

January 24, 2022

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

Read More »
man with short hair and glasses in a blue suit with white shirt

Tom Ackmann

January 24, 2022

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 three 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 Schedule time with Tom Credentials Bachelor of Arts, Communications, Cum Laude – Concordia University, River Forest, IL Community Member,

Read More »
man with brown beard and mustache in a suit

Shane Bradley

January 24, 2022

Shane Bradley Shane Bradley Principal and Financial Advisor Shane has an analytical mind with a strength for remaining calm amidst challenges. As a Financial Advisor, finding solutions using a thoughtful, methodical approach is where he thrives. Shane has yet to encounter a problem which he did not first try to solve using a spreadsheet. Midland, MI sbradley@sym.com Book an in-person meeting with Shane Book a virtual meeting with Shane Credentials Bachelor of Arts in Finance,

Read More »
man with short brown hair and glasses in a blue plaid shirt

Nick Gray

January 24, 2022

Nick Gray Retirement Plan Advisor Nick enjoys developing relationships through thoughtful service to plan sponsors, and advice/education to retirement plan participants. With almost 30 years of industry experience, Nick has been instrumental in helping business owners and their employees plan and save for retirement. Fort Wayne, IN ngray@sym.com Credentials Bachelor of Science – Purdue University School of Management and Business, Fort Wayne, IN Community Member, School Board, Bishop Dwenger High School Member, Board, Northeast Indiana

Read More »
A woman with shoulder-length wavy brown hair smiles warmly at the camera. She is wearing a pink blazer and a multi-strand necklace. The background is softly lit, with large windows allowing natural light to fill the space.

Michelle Hipskind

January 24, 2022

Michelle Hipskind Michelle Hipskind Principal and Financial Advisor My skills include experience and passion for translating complex information and ideas into something that is digestible, understandable, and meaningful to varied audiences. I love to teach and have been a member of Ivy Tech adjunct staff and conducted many financial seminars for women. Fort Wayne, IN mhipskind@sym.com Book an in-person meeting with Michelle Book a virtual meeting with Michelle Click here to learn about the Women’s

Read More »

Podcasts

CIO Corner

Topics

How can we help?

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