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Jackie Murray

June 17, 2025

Jackie Murray Jackie Murray Human Resources Director Having worked in Human Resources for the past 20 years, Jackie is a huge advocate for those in the workforce. Living by the mantra that each person holds value and it’s up to leaders to show that, she leads by bringing strategies and new ideas into the workforce that center on that focus. Fort Wayne, IN jmurray@sym.com Credentials Bachelor of Science in Organizational Management – Cornerstone University, Grand

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Macy Coney

June 13, 2025

Macy Coney Macy Coney Client Service Representative Macy thrives on organization and efficiency.  She focuses on maintaining a strong level of productivity in the work she does for clients.  She remarks that she genuinely cherishes learning and growing alongside her colleagues every day.   Fort Wayne, IN mconey@sym.com Credentials Bachelor of Science in Finance – Purdue University, Lafayette, IN Words to Live By “Be grateful for small things, big things, and everything in between.” Favorite

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Johnny Woehnker

April 10, 2025

Johnny Woehnker Johnny Woehnker Financial Analyst In the investment department, Johnny thrives when analyzing data and research in the pursuit of improving clients’ lives. Fort Wayne, IN jwoehnker@sym.com Credentials Bachelor of Science in Accounting and Finance – Purdue University, West Lafayette, IN Chartered Financial Analyst® Johnny’s Words to Live By “Don’t be pushed by your problems. Be led by your dreams.”  – Ralph Waldo Personal Pursuits Johnny stays active playing tennis, bike riding, and traveling

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Courtney Goessler

April 9, 2025

Courtney Goessler Client Service Representative Courtney is proud of the level of service each client receives here at SYM, and she is an important part of it.  She says that she thrives working alongside colleagues who share their knowledge and willingness to help every day. Indianapolis, IN cgoessler@sym.com Credentials Bachelor of Science in Finance – Butler University, Indianapolis, IN Community Member, Volunteer Courtney’s Words to Live By Show me your friends and I’ll show you

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Zach Kern

April 3, 2025

Zach Kern Retirement Plan Specialist Zach enjoys providing white glove client service and developing meaningful relationships.  He is focused on recommending what’s in the client’s best interest and always learning with those around him. Fort Wayne, IN zkern@sym.com Credentials Bachelor of Science in Economics and Finance– Bethel University, Mishawaka, IN Bachelor of Arts in Business Management– Bethel University, Mishawaka, IN Community Member, Worship Team at Pathway Community Church Zach’s Words to Live By A man

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Lelah Larson

March 28, 2025

Lelah Larson Lelah Larson Financial Planner Lelah enjoys the attention to detail that goes into creating financial plans tailored to clients’ specific needs and goals. She finds it rewarding to provide personalized service to clients and their families that positively impacts their lives. Lelah says she is proud of the people-centered culture at SYM. Midland, MI llarson@sym.com Credentials Bachelor of Science in Education, Summa Cum Laude Western Michigan University, Kalamazoo, MI Master of Science in

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(260) 387-6822

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Fort Wayne, IN 46804

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801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

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The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2 or Form CRS, which is available upon request.

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