At SYM
Rick brings more than 30 years of experience in the investment management and trust industry. He has a consistent and dependable way of educating clients on different aspects of portfolio management and financial planning. When it comes to financial advice, he is a knowledgeable friend to have in Indianapolis.
Credentials
Master of Business Administration, University of Indianapolis
Bachelor of Science in Business Finance, Indiana University Kelley School of Business
ABA Graduate Trust School at Northwestern University
Community
Board Treasurer, Carmel Symphony Orchestra
Board Chairman, Holy Cross Lutheran Church Foundation
Financial Secretary, Kairos Prison Ministry Advisory Council
Rick’s Words to Live By
Discipline is doing what you have to do, doing it to the best of your ability and doing it that way all of the time.
– Bobby Knight
Personal Pursuits
Rick is an avid runner. He enjoys attending his two daughters’ many activities with his wife. He is a big fan of Indiana University basketball, the Indianapolis Colts and the Chicago Cubs.
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Indianapolis work for you call 800-888-7968 or email info@sym.com.
