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Advisory Team

Brad Duling

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

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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Amanda Legler

Amanda Legler​ Amanda Legler Financial Advisor With over a decade of experience in the financial industry, Amanda works closely with clients identifying and implementing financial strategies. Amanda’s favorite part of her job is providing educated, unbiased planning advice. She thrives on forming relationships and places a special focus on helping others understand how to use money for a bigger purpose. She loves the service attitude that is so prominent at SYM. Indianapolis, IN Credentials

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