Financial Planners Archives - SYM Financial Advisors -

Andrew Boerma

January 13, 2023

Andrew Boerma Andrew Boerma Financial Planner Andrew is skilled in client education, financial planning, investment strategy and technical analysis. He says, “The most rewarding part of my job is seeing the implemented financial plan for a client come full circle to achieve the goal at hand and have a long-lasting effect in their lives.” Midland, MI aboerma@sym.com Credentials Bachelor of Science in Finance– Central Michigan University Series 66 License Andrew’s Words to Live By “Stay

Keith Beers

January 12, 2023

Keith Beers Keith Beers Manager of Financial Planners/Financial Advisor Prior to gaining his experience in corporate finance and consulting, Keith spent ten years active duty in the Marine Corps as an Officer and AH-1Z pilot. What he most enjoys about working at SYM is partnering with clients to support the fulfillment of their financial goals. Winona Lake, IN kbeers@sym.com Credentials Bachelor of Arts in Psychology, Cum Laude, Georgia Southern University Master of Science in Finance,

Tyler Snover

February 11, 2022

Tyler Snover Tyler Snover Financial Planner Tyler combines his experience in financial planning with his technical and analytical knowledge to serve his clients. He enjoys building truly personalized financial plans and providing wealth management solutions that fit the uniqueness of the individual. He is driven by providing peace of mind to clients in all financial matters and delivering first class service. Midland, MI tsnover@sym.com Credentials Bachelor of Business Administration, Summa Cum Laude – Northwood University

Rhonda Peugh

January 24, 2022

Rhonda Peugh Financial Planner Rhonda takes a patient and kind approach to serving her clients. She believes that SYM really does put clients first, and cares genuinely about its employees, which creates an ideal setting for uncommon service. The opportunity to develop personal relationships while providing financial plans is very rewarding to her. Winona Lake, IN rpeugh@sym.com Credentials Bachelor of Science in Business Administration and Psychology – Grace College, Warsaw, IN Financial Paraplanner Qualified Professional ™

Reba Davis

January 24, 2022

Reba Davis Wealth Management Operations Coordinator and Senior Financial Planner I find satisfaction at work by “taming chaos,” whether in the form of a client’s financial situation or SYM’s internal processes and systems. I am also a helper by nature, which fits perfectly with my role as I get to help clients and SYM staff daily in a variety of ways. Fort Wayne, IN rdavis@sym.com Credentials Bachelor of Science in Business Financial Services, Magna Cum

Kristen Watson

January 24, 2022

Kristen Watson Financial Planner Kristen is very intuitive and detail oriented. Her favorite part of the job is being able to combine her analytical and interpersonal skills. She loves how this job enables her to help SYM clients achieve their financial goals while being able to form relationships with them. She is grateful for a SYM culture that allows her to grow each and every day as a better person, professional, and coworker. Winona Lake,

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