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.

executive leadership

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Executive Decisions, a podcast for business leaders by SYM Financial Advisors, featuring guest Jenée Velasquez for episode 19.

Blazing Trails and Giving Back with Jenée Velasquez

June 13, 2023

Jenée Velasquez is the Executive Director of The Herbert H. and Grace A. Dow Foundation, a prestigious organization dedicated to philanthropy and community development. Velasquez began her professional journey as the Chief Executive Officer of Midland County’s Economic Development Corporation, Midland Tomorrow, where she played a pivotal role in driving economic growth and prosperity. Prior to that, she served as the Manager of Economic Development Services and the first Downtown Development Authority Coordinator in Midland.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast graphic for Executive Decisions, A Podcast for Business Leaders, featuring a white upward-trending arrow on a green background. Episode 17 features commission-free fiduciary David Floyd of SYM Financial Advisors.

Embracing Change and Taking Risks With David Floyd

May 9, 2023

David Floyd is an “actively retired” medical technology executive, now serving as a board member and advisor in healthcare and life sciences. During his 33-year career as a medical technology executive, David has served as a President and CEO, board member, advisor, and consultant for organizations including OrthoWorx, Abbott Spine, and AxioMed Spine Corporation. He has a background in finance, marketing, and technology, and has helped develop transformational strategies and initiatives that have delivered accelerated

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast graphic for Executive Decisions, featuring guest Holly Miller, an illustration of a rising arrow, and the expertise of SYM Financial Advisors.

Community Leadership in Times of Turmoil with Holly Miller

March 14, 2023

Holly Miller is the CEO of United Way of Midland County in Midland, Michigan. She is an integral part of the community and is in leadership positions for many teams and collaborative groups. Her work with the Rotary Contemporary View Club, Midland Business Alliance, Health and Services Council, and Midland Area Wellbeing Coalition helps improve lives and bring people together. She is a graduate of Lansing Community College at Kendall and Kendall School of Design

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Podcast graphic for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, titled “Executive Decisions,” featuring episode 13 with guest Mauro Gregorio and an abstract illustration of upward-pointing arrows.

The Secret to a Successful Business Culture with Mauro Gregorio (podcast)

January 12, 2023

Mauro Gregorio joins me to describe Dow’s corporate work culture, diversity and inclusion program, and welcoming atmosphere. He recounts his first job and responsibilities at Dow and what he learned while holding an entry-level position. He explains the importance of humility, asking for help, and ensuring someone is there to help. Mauro also discusses how the pandemic initiated changes in the workplace—particularly in how we work—and how it disrupted the way we value work relationships.

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Portrait of Greg Marken for the Executive Decisions podcast, featuring the quote, “You have to be strong enough to be okay with being questioned.” Marken is a commission-free fiduciary at SYM Financial Advisors, an independent firm with 55+ years of serving clients.

What It Takes to Lead a Team with Greg Marken (podcast)

December 9, 2022

Greg Marken is the President, CEO, and Treasurer at Advanced Emissions Solutions (ADES). ADES works with municipal water, coal-fired power generation clients, and other industries by providing emissions control and water purification solutions. Greg has been at the helm of ADES since July 2020. He also serves as a manager on the Board of Managers of Tinuum Group and as a manager and officer of other ADES subsidiaries. He has over 15 years of experience

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