Financial Planners

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

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

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

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  CERTIFIED FINANCIAL PLANNER® Series 66 License Andrew’s Words to

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

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

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 »
A woman with shoulder-length wavy hair and glasses smiles while leaning against a wall. She is wearing a mustard-colored cardigan and a black top. The background is blurred, showing indoor surroundings.

Rhonda Peugh

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 ™

Read More »

How can we help?

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