podcast

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Jimmy Greene features in the Executive Decisions podcast with the quote, “Every single contribution, every single moment of my time meant some difference to one person,” representing the commission-free fiduciary values of SYM Financial Advisors.

Having Intentionality with Each Contribution with Jimmy Greene (podcast)

Jimmy Greene is the President & CEO of Associated Builders & Contractors (ABC) of Michigan, a trade association representing Michigan’s commercial and industrial construction industries. He is the first Black CEO in the organization’s 60-year history. Jimmy is also the founder of Total Solutions Group in Saginaw, a firm specializing in technology project consulting and telecommunications. Before becoming the President of the ABC of Michigan, he served as president and CEO of Associated Builders &

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for the SYM Financial Advisors podcast Executive Decisions, featuring an upward-pointing arrow branching into multiple paths and a quote by Paul Barbeau on the value of a commission-free fiduciary.

Executive Decisions – Building A Company Culture from Scratch with Paul Barbeau (podcast)

Paul Barbeau is the Senior Global Director at Dow, a material science company that provides innovative and sustainable solutions for consumer care, infrastructure, and packaging businesses. Paul collaborates with various business leaders to improve existing workplace strategies with employee experience, asset optimization, and sustainability in mind. He is also the Director at 1st State Bank, a banking company that focuses on helping businesses grow in the Great Lakes Bay area. Paul joins me to explain

Read More »
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)

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

Read More »

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.