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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Headshot of Saghi Togashi, a High Frequency Vibration Facilitator at Isch Wellness, shown in an EMPOWHER graphic by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi

April 9, 2024

In this episode of EmpowHER, host Michelle Hipskind sits down with Saghi Togashi, a quantum energy and Reiki energy facilitator. Saghi shares her journey from nursing to computer science to holistic healing. After experiencing challenges in the nursing field due to empathy overload, Saghi transitioned to computer science but always harbored a desire to help others. Her path led her to discover a quantum energy device that merged her technological background with her passion for

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Dr. Drew Flamm, President of Grace College, on the Executive Decisions podcast by the commission-free fiduciary SYM Financial Advisors.

A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm

February 27, 2024

In today’s episode of Executive Decisions, host Sarah Delahanty sits down with Dr. Drew Flamm, President of Grace College & Seminary, to explore the formative experiences that shaped his leadership path and the value of embracing a spectrum of opportunities. Dr. Flamm shares personal stories of early financial discipline, the impact of mentorship on his career, and the significance of lifelong learning in both personal and professional realms. Through anecdotes and advice, the conversation delves

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Portrait of Steve Gundy, President of Steve Gundy Coaching, for The Owner’s Corner series by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Charting the Behavioral Landscape: A Journey of Compassion and Coaching with Steve Gundy

February 22, 2024

In this episode: Host Seth Whicker converses with Steve Gundy, a seasoned professional in behavioral health and owner of a coaching practice. Gundy shares his journey from his first job mowing lawns to establishing a practice that serves individuals with developmental disabilities, leveraging his personal and professional experiences to build a successful business. He emphasizes the importance of aligning with state regulations, the challenges of service delivery, and the personal fulfillment derived from genuinely helping

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Portrait of Tina Bennett, Senior Vice President at Hallmark Home Mortgage, at the SYM Financial Advisors EMPOWHER event, hosted by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Empowering Homeownership: Navigating Mortgages and Market Trends with Tina Bennett

February 13, 2024

In this episode featuring special guest Tina Bennett from Hallmark Home Mortgage, they delve into the intricacies of mortgage debt, discussing factors like interest rates, refinancing, and the importance of seeking guidance from a mortgage professional. Through an insightful conversation and practical advice, this episode empowers people to make informed decisions about their finances and homeownership. About our guest, Tina Bennett: Tina Bennett is a seasoned professional with over 20 years of experience in the

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Headshot of Tim Early, CEO of DreamOn Group, for the Executive Decisions podcast by commission-free fiduciary SYM Financial Advisors.

From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early

January 30, 2024

In this episode: In this episode of Executive Decisions, guest hosted by Seth Whicker, guest Tim Early, CEO of DreamOn Group, shares his insightful journey from an early career decision to move from New York to Florida, leading to a pivotal role in the medical device industry with Cordis Corporation. Tim reflects on his educational transitions, notably from West Point to Rochester Institute of Technology, and his shift from accounting to packaging engineering, emphasizing the

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Tim Early, CEO of DreamOn Group, with the SYM Financial Advisors logo and the text “The OWNER’S CORNER” in this commission-free fiduciary presentation.

Packaging Unwrapped: A Journey through the Medical Device Industry with Tim Early

January 23, 2024

In this episode of the Owner’s Corner, host Seth Whicker welcomes Tim Early, CEO of DreamOn Group, for a deep dive into his entrepreneurial journey. Tim’s story begins with a move from upstate New York to Florida, marking the start of his career in the medical device industry. His narrative is not just about career choices but also highlights his entrepreneurial spirit. Tim shares candid insights into his early attempts at starting several businesses, discussing

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Portrait of Leslie Friedel, CEO of Stillwater Hospice, for the SYM Financial Advisors EMPOWHER program, presented by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

What You Should Know About the Messy Middle of Life Limiting Illnesses

December 28, 2023

We live longer but our capacity is diminishing and in practical care giving it’s not always clear who is making the decisions from day-to-day. As a financial advisor, I work with clients everyday who live in the gray space with their loved ones.  This is the messy middle, where caring for those who are perfectly capable one day, but then slowly diminishing the next, is a confounding effort. I am always encountering professionals who enlighten

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Smiling man pictured above text that reads “The OWNER’S CORNER EP 19 Matt Roskuski,” a commission-free fiduciary at SYM Financial Advisors.

Bridging the Gap: How Matt Roskuski Helps Companies Work as One

December 5, 2023

Owner of Status Go Consulting, Matt Roskuski, has over two decades of executive-level sales and marketing experience. He has worked for organizations of all sizes, from small privately-owned companies to global giants. His experience spans a diverse collection of industries including technology, telecommunications, manufacturing, consumer products, ecommerce and healthcare.   Matt’s a native of Ft. Wayne and has a degree in Management from Purdue – West Lafayette. Early in his career, he spent nine years

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Gordon Bell, a commission-free fiduciary, for The Owner’s Corner, Episode 18 at SYM Financial Advisors.

Want to Sell Your Business? Critical Steps to Exit Planning Revealed with Gordon Bell

November 22, 2023

Gordon Bell is the Founder and CEO of The Midland Group, a business advisory firm based in Fort Wayne, Indiana. Founded in 1991, The Midland Group has advised clients – both national and international with revenues ranging from $10 million to $5 billion – across a range of industries: manufacturing, distribution, service, and retail. The Midland Group, along with its strategic alliance partners, offers advisory services in Leadership Development, Succession Contingency Planning, Sales and Marketing,

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Matt Schrock, a commission-free fiduciary at SYM Financial Advisors, for The Owner’s Corner, Episode 17.

How a Values-Driven Culture Attracts Ideal Clients with Matt Schrock

October 31, 2023

In this episode Matt Schrock discusses the journey that led him to joining the family construction business, DJ Construction. He talks about how DJ Construction was started by his grandfather and uncle in 1954 and has grown over the decades to include an office in Kalamazoo, Michigan. Matt describes DJ Construction’s leadership structure and how they ensure the right people are in the right roles. He also discusses the company’s focus on their core values

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