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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. Indianapolis, IN dweed@SYM.com Credentials Bachelor of Arts

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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. Winona Lake, IN bswinehart@sym.com Credentials Bachelor of Science – Management,United States Military Academy CERTIFIED FINANCIAL PLANNER™ Community Board President Board Member Brian’s Words

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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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Andy Popenfoose

January 22, 2022

Andy Popenfoose Principal and Chief Investment Officer. In his role as Chief Investment Officer, Andy draws from experience in communicating with individuals from varied backgrounds. Prior to working with SYM, Andy lectured courses in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business, contributed research to expert testimonies heard by congressional boards and in several of our nation’s largest financial court cases, and was awarded the Bronze Star Medal in Operation Iraqi

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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

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