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Advisory Team

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Evan Stark

January 24, 2022

Evan Stark Evan Stark Principal and Financial Advisor Evan came to SYM with an extensive knowledge of 401(k) products, insurance, tax returns, and an enjoyment of helping individuals and business owners make working capital and purchase decisions. His favorite part of his role at SYM is being able to apply creativity and collaboration to complex problems in order to deliver value to clients.   Mishawaka, IN estark@sym.com Book an in-person meeting with Evan Book a

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Gabriella Tucker

January 24, 2022

Gabriella Tucker Gabriella Tucker Principal and Financial Advisor Gabby’s favorite part of her job is forming relationships with SYM clients, being their advocate, and helping them achieve their goals. She enjoys the complexity of financial planning and the markets- there is something to learn from every day. She loves the SYM office because she is surrounded by knowledgeable colleagues with unique expertise who are always willing to help one another. The level of team engagement

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Ethan Brown

January 24, 2022

Ethan Brown Ethan Brown Financial Advisor. My favorite part of my role at SYM is the satisfaction I get from helping clients work towards reaching their goals. Navigating the winding path to retirement is difficult and overwhelming at times; my goal is to make the client’s journey more comfortable, so they can be confident in their actions and decisions. I am energized when building relationships with clients knowing that these relationships will last a lifetime.

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Derek Weed

January 24, 2022

Derek Weed Derek Weed Derek is a Financial Advisor. Derek has worked in the financial services industry since 2012 and has extensive experience working with families of many ages and across the wealth spectrum.  He is a learner and educator at heart.  One of the things Derek loves most about his job is helping clients gain clarity and confidence in their financial picture, at all stages of life. dweed@SYM.com Book an in-person meeting with Derek

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Brian Swinehart

January 24, 2022

Brian Swinehart Brian Swinehart Brian is a Financial Advisor My seventeen years of corporate experience along with previous exposure to the field of financial advising provides me with an appreciation for how little time there is for many executives/managers to devote to the incredibly important task of planning for one’s financial future. Warsaw, IN bswinehart@sym.com Book a meeting with Brian Credentials Bachelor of Science – Management,United States Military Academy CERTIFIED FINANCIAL PLANNER® Community Board President

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Brad Duling

January 24, 2022

Brad Duling Brad Duling Principal and Senior Financial Advisor Brad leads the Wealth Management arm of the business. His strengths at SYM include complex retirement planning with a particular focus on corporate benefits. He says, “I enjoy seeing clients achieve their goals. It’s amazing to see the relief clients have when you tell them they are ‘ok’ or that their plan has allowed them to retire early or maybe attain a better retirement lifestyle than

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