Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.
Call Us

800 888-7968

Mon to Fri

8am-5pm

Locations
The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.

Financial Planners

A man with short hair and a trimmed beard is smiling in front of a blurred background featuring a large window with black frames. He is wearing a blue blazer over a light blue checkered shirt.

Logan Gatza

March 5, 2024

Logan Gatza Logan Gatza Financial Planner Logan is a positive and optimistic financial planner. He looks forward to learning the goals of clients and is happy to help find a plan to achieve their aspirations. He enjoys the fact that SYM has a wide range of expertise to pull from to serve clients uncommonly well. Midland, MI lgatza@sym.com Credentials Bachelor of Science in Business Management– Saginaw Valley State University Community Administrative Director, Project Piti Pami

Read More »
A man with short dark hair and a beard, dressed in a black suit jacket and light blue shirt, is smiling at the camera. He is standing in a room with a softly lit background featuring large windows.

Ben Streeter

January 17, 2024

Ben Streeter Ben Streeter Financial Planner I enjoy working with clients and providing confidence that their goals are achievable. What I enjoy most about financial planning is designing a personalized financial plan that is meaningful to a client. I love that SYM has professionals that are experts in their field. Collaboration among the team allows our expertise to be best utilized for our clients. Fort Wayne, IN bstreeter@sym.com Credentials Bachelor of Science in Finance– Indiana

Read More »
A young man with short brown hair is smiling at the camera. He is wearing a dark blue suit, a light pink dress shirt, and a blue striped tie. The background is blurred, consisting of some greenery and an indoor setting.

Adam Cash

September 11, 2023

Adam Cash Adam Cash Financial Planner Adam is passionate about personal finance and believes everyone can succeed financially with the right plan. He loves to dig into the details and help lead clients down the best path to reach their goals by building a comprehensive financial plan for them. Adam is a fiduciary at heart, and truly wants what is best for others. Indianapolis, IN acash@sym.com Credentials Bachelor of Science in Finance – Ball State

Read More »
A man with short hair wearing a blue dress shirt under a dark blue blazer is standing indoors. The background is softly blurred, highlighting the window behind him. He is looking directly at the camera with a neutral expression.

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

Read More »
A man with short dark hair is smiling while wearing a navy blue suit jacket and a white dress shirt. He is standing indoors with a blurred background. The overall atmosphere is professional.

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,

Read More »
A young man with short dark hair is smiling at the camera. He is wearing a blue blazer over a light-colored shirt with a subtle pattern. The background features large windows with blurred outdoor scenery.

Tyler Snover

February 11, 2022

Tyler Snover Tyler Snover Senior 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

Read More »

Podcasts

CIO Corner

Topics

How can we help?

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

Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Warsaw, IN

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

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Indianapolis, IN

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

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Midland, MI

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

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Mishawaka, IN

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

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Fort Wayne, IN

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

How Can We Help?

Learn More

It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
Start Here
Logo of SYM Financial Advisors. The letters "SYM" are bold and green with a stylized leaf underlining them. Below, "FINANCIAL ADVISORS" is written in uppercase, green font.

Who We Serve

What We Do

Insights

Contact us

Linkedin Envelope Facebook

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap