SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Randy Strebig, a commission-free fiduciary at SYM Financial Advisors, for The Owner’s Corner, Episode 5.

Owner’s Corner – The Foundations of an Enduring Construction Company with Randy Strebig (podcast)

May 23, 2022

In memoriam of Randy Strebig. We are forever grateful for the time and insight he shared with us.   Randy Strebig is the Founder and Owner of Strebig Construction, a construction firm in Fort Wayne, Indiana. When Randy founded the company in 1980, he focused the firm’s efforts on residential modeling, roofing, and concrete flatwork. Over the last 40 years, Strebig Construction has been expanding and evolving into a dominant force in commercial, industrial, and

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast cover art for Executive Decisions, a series by SYM Financial Advisors, featuring a stylized upward-pointing arrow and text identifying episode 5 with guest Fred Helfrich.

Executive Decisions- Finding Contentment As A Retired Financial Advisor with Fred Helfrich (podcast)

May 9, 2022

Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a financial planning expert, Fred has mastered the art of wealth management, investments, estate planning, and financial advice. He holds a Bachelor’s degree in Mathematics from Hanover College and earned his CFP in 1986 from the College for Financial Planning. Since retiring in 2021, Fred has

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Smiling man alongside text for The Owner’s Corner, EP4, featuring SYM Financial Advisors Doug Conner and Alex Shortle.

Owner’s Corner – Maximizing Value and Optimizing Outcomes when Selling your Business with Doug Conner and Alex Shortle (podcast)

April 25, 2022

Over the last 30 years, Doug Conner has been buying and selling lower-to-middle-market businesses in the Midwest. During this time, he has also worked as the Managing Director at Periculum Capital Company and the Principal at BrightPath Capital and Cardinal Ventures. Doug holds a Bachelor’s degree in Economics and Mathematics from DePaul University and received his Master of Business Administration degree from Harvard Business School. Alex Shortle has spent the bulk of his career supporting

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Sarah Delahanty, host of the Executive Decisions podcast, with the quote: “That ‘can do’ attitude usually produces great opportunities for people.” A SYM Financial Advisors commission-free fiduciary.

Executive Decisions – Moving Forward In Business Amidst the Pandemic with Jenni Wendt (podcast)

April 11, 2022

Jennifer “Jenni” Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer care industries. Jenni is responsible for generating strategic plans that support the company’s capital planning and corporate strategy. Jenni also has oversight of Enterprise Working Capital, with a special focus on managing the risks related to $5-billion investments in trade account receivables. Jenni joins me

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Smiling SYM Financial Advisors man in a suit, with text reading “The Owner’s Corner, EP3, Al Grossnickle.”

Owner’s Corner – Business Growth in Complex Times with Al Grossnickle (podcast)

March 16, 2022

Dr. Al Grossnickle is the owner of Strategic Venture Partners LLC, a consulting company that helps entrepreneurs grow their businesses. For over a decade, Al worked as an Associate Professor of Business at Grace College, where he was also the Director of the William P. Gordon Institute. At the University of Saint Francis, Al served as the Assistant Professor of Entrepreneurship and Director of the Entrepreneurial Leadership Program. He had also served as the President,

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Amy Wilson of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, smiling next to the “Executive Decisions” podcast title and her quote: “The world you’re in is always changing, so it’s your obligation and responsibility to keep up with that.”

Executive Decisions. Addressing Your Team’s Individual Needs with Amy Wilson (podcast)

March 8, 2022

Amy Wilson is the General Counsel and Corporate Secretary at Dow Corporate, which aims to become the most innovative, inclusive, customer-centric, and sustainable materials science company. They provide science-based products and solutions to their customers in spheres as diverse as packaging, consumer care, mobility, and infrastructure. Amy’s responsibilities with Dow include leading and providing counsel in corporate governance, as well as managing compliance matters. She is also the executive sponsor for Dow’s lesbian, gay, bisexual,

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Smiling portrait of Dr. Matt Eckert, a commission-free fiduciary at SYM Financial Advisors, for The Owner’s Corner episode 2.

Owner’s Corner – Wisdom from the Downtown Dentist with Dr. Matt Eckert (podcast)

February 21, 2022

Dr. Matt Eckert has been practicing dentistry for the past 28 years. Together with his business partner Ryan Hart, Matt operates Downtown Dental, a practice honored by his long-term patients. Matt completed his undergraduate degree from Ball State University and completed his Doctorate of Dental Surgery degree at the Indiana University School of Dentistry. He is a member of several professional organizations, including the American Dental Association, the Isaac Knapp District Dental Society, and Andrews

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for the Executive Decisions podcast, Episode 2 with Tom Schwyn, featuring an upward-pointing arrow originating from white paper ribbons against a green background, presented by SYM Financial Advisors.

Executive Decisions – Discerning Good Professional Advice from Bad with Tom Schwyn (podcast)

February 14, 2022

Tom Schwyn is the Vice President of Global Legal Operations and GPO General Counsel at Whirlpool, one of the world’s leading kitchen and laundry appliances brands. Tom has an incredible career story, having joined Whirlpool as an electrical engineer back in 1987. As Vice President of the Legal Operations department, today Tom is tasked with mitigating risks, optimizing value, and promoting global collaboration across legal departments. He is planning to retire by the end of

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Headshot of John Barce, a commission-free fiduciary at SYM Financial Advisors, for The Owner’s Corner podcast, episode 1.

Owner’s Corner – Creating a Solid Succession Plan with John Barce (podcast)

January 24, 2022

John Barce is the Owner and Partner at Barrett McNagny LLP, one of the oldest law partnerships in Indiana. John is a premier business attorney who focuses his practice on business transactions, federal & state taxation, and estate & business planning. He completed his JD at the Indiana University School of Law, where he graduated with Latin honors. Since 2016, John has been recognized and listed in the Best Lawyers of America publication. He is also a

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast cover art titled “Executive Decisions: A Podcast for Business Leaders” by SYM Financial Advisors, featuring a stylized upward-pointing arrow and text identifying episode 1 with guest Sharon Mortensen.

Executive Decisions – Making The Tough Decisions For Your Business with Sharon Mortensen (podcast)

January 18, 2022

Sharon Mortensen is the President and CEO of Midland Area Community Foundation, an organization that promotes philanthropic leadership to help the local community through scholarships, charity funding, and donations to Midland area nonprofits every year. As a leader, Sharon is responsible for overseeing all operations, from proposal to execution. She earned a Bachelor’s degree in Communications from Defiance College and a Master’s in Counseling from the University of Texas. Sharon joins me today to discuss

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