SYM logo white

Teams

top half of young man standing in front of a brick wall with short brown hair in a blue suit coat

Seth Shetler

August 8, 2025

Seth Shetler Seth Shetler Client Service Representative Seth has a positive mindset and a heart for serving clients. He enjoys making connections with people from all walks of life.  Mishawaka, IN sshetler@sym.com Credentials Bachelor of Science in Finance – Southern New Hampshire University Favorite Book “Millionaire Mission” by Brian Preston  Personal Pursuits Professionally, I am pursuing a CFP® certification. I enjoy playing basketball, and any sport that keeps me active. I love fishing, hiking, and

Read More »
young man with blue eyes, moustache and beard smiling

Josh Scheurich

August 5, 2025

Josh Scheurich Josh Scheurich Financial Planner Josh’s experience serving clients in the insurance industry has taught him the value of establishing trust. He believes when you are trusted, you can truly help and make a positive impact on lives. The favorite part of his job is seeing the sense of relief in a client’s face when he delivers a comprehensive financial plan.  Indianapolis, IN jscheurich@sym.com Credentials Bachelor of Science in Business Administration– Ball State University,

Read More »
a bio shot of a middle aged woman with light brown hair

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

Read More »
a young woman with long blond hair sitting

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

Read More »
Young man with brown hair and a beard in a suit and tie

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

Read More »
a young woman with red hair wearing a pink shirt under a blazer

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

Read More »

Podcasts

CIO Corner

Topics

How can we help?

This field is for validation purposes and should be left unchanged.