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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.

podcast

Image of Scott Holmes owner of PivotPoint

The Entrepreneur’s Path: Scott Holmes on Growth, Risks, and Retirement

June 4, 2024

In today’s episode of the Owner’s Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments and Managing Partner at PivotPoint Company. Scott shares his journey from starting ABI Attachments to his current role in merger and acquisition work with PivotPoint. He discusses the importance of having a strong team, the challenges business owners face in preparing for sale, and the value of investing in infrastructure and strategic partnerships. Throughout the

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SYM_Owner's Corner_Edward Hayes

From Global Sales to Local Impact: The Journey of Entrepreneurship with Edward Hayes

April 30, 2024

In this episode of the Owner’s Corner podcast hosted by Seth Whicker, special guest Edward Hayes discusses the intricacies of the sign business and his journey as a business owner. The conversation delves into the importance of understanding client needs and maintaining a consistent brand message, as well as the diverse industries served by Hayes Design Co. Hayes shares his transition from a global sales career to entrepreneurship, highlighting the challenges and rewards of taking

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A middle-aged man with short hair and glasses, wearing a blue blazer over a white shirt, is shown on the cover art for a podcast titled "Executive Decisions: A Podcast for Business Leaders." The text includes "Todd Davis, PeekMed, Ind Board Member." The logo of SYM Financial Advisors is at the bottom.

From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis

April 23, 2024

In today’s episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20’s to his transition into executive leadership roles. He emphasizes the importance of work ethic, persistence, and building relationships, sharing valuable insights from his experiences. Todd also discusses his post-executive

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image of podcast guest Dr Saghi Togashi

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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A man in a business suit with short, gray hair smiles at the camera. Text reads "Tim Early, CEO DreamOn Group" and "SYM Financial Advisors Executive Decisions, A Podcast for Business Leaders in the Medical Device Industry" on a green and purple background.

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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Leslie Friedel, Chief Executive Officer of Stillwater Hospice, smiles in a blue top. The image features the SYM Financial Advisors logo and a green banner with the word "EmpowHER," highlighting her commitment to palliative care.

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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Warsaw, IN

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

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Indianapolis, IN

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

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Midland, MI

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

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Mishawaka, IN

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

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Fort Wayne, IN

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

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