SYM logo

Advisory Team

Tom Ackmann

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

Read More »

Shane Bradley

Shane Bradley Shane Bradley 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 Credentials Bachelor of Arts in Finance, Financial Planning and Business Administration – Grace College, Winona Lake, IN MS in Financial

Read More »

Nick Gray

Nick Gray Retirement Plan Advisor Nick enjoys developing relationships through thoughtful service to plan sponsors, and advice/education to retirement plan participants. He has more than 23 years of industry experience 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 Human Resources Association

Read More »

Michelle Hipskind

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 Click here to learn about the Women’s Initiative and EmpowHER podcast Michelle leads this carefully curated program to educate

Read More »

Jonathan Slocum

Jonathan Slocum Jonathan Slocum Principal and Senior Financial Advisor Jonathan is the Michiana Area Leader and a senior financial advisor. He takes an honest, direct approach to financial planning and helps clients include charitable gifting strategies into their overall planning. Jonathan is particularly skilled at directing executives with deferred compensation elections, stock options and restricted stock. He is honored to be a fiduciary to his clients; it is a responsibility that he takes seriously. Mishawaka,

Read More »

Mitch Kennedy

Mitch Kennedy Mitch Kennedy Financial Advisor Mitch says a favorite part of his job is helping clients achieve their goals.  He enjoys showing people how the decisions they make today can affect their future. Mitch appreciates that SYM operates in a team environment where everyone is willing to pitch in to help. “When you work with SYM, you don’t work with one advisor, you work with a whole team of knowledgeable and friendly people assembled

Read More »

How can we help?

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