Teams Archive - SYM Financial Advisors -

DJ Mason

May 18, 2023

DJ Mason D’Artagnan (DJ) Mason Client Service Representative DJ’s focus on self-improvement and attention to detail make him an asset on the Midland team. He enjoys working with professionals who have a deep understanding of financial services and appreciates the welcoming culture for both colleagues and clients alike. He remarks that SYM truly upholds the fiduciary standard and is honored to be a part of caring for clients in an uncommon way. Midland, MI dmason@sym.com

Logan Timbrook

January 13, 2023

Logan Timbrook Logan Timbrook Financial Advisor Logan is a very detail oriented person who usually has a plan A, B and C! He desires meaningful relationships and aims to be a trusted confidante and truth teller to his clients. He says, “I enjoy the problem-solving nature of the advisor role and those moments when a client’s life changes for the better based on my recommendations & planning.” Fort Wayne, IN ltimbrook@sym.com Credentials Bachelor of Science

Andrew Boerma

January 13, 2023

Andrew Boerma Andrew Boerma Financial Planner Andrew is skilled in client education, financial planning, investment strategy and technical analysis. He says, “The most rewarding part of my job is seeing the implemented financial plan for a client come full circle to achieve the goal at hand and have a long-lasting effect in their lives.” Midland, MI aboerma@sym.com Credentials Bachelor of Science in Finance– Central Michigan University Series 66 License Andrew’s Words to Live By “Stay

Keith Beers

January 12, 2023

Keith Beers Keith Beers Manager of Financial Planners/Financial Advisor Prior to gaining his experience in corporate finance and consulting, Keith spent ten years active duty in the Marine Corps as an Officer and AH-1Z pilot. What he most enjoys about working at SYM is partnering with clients to support the fulfillment of their financial goals. Winona Lake, IN kbeers@sym.com Credentials Bachelor of Arts in Psychology, Cum Laude, Georgia Southern University Master of Science in Finance,

Logan Vinson

November 17, 2022

Logan Vinson Logan Vinson Logan is a Private Investment Operations Specialist. Logan has a strong understanding of private investments. He enjoys diving into the complexities of the portfolios that contain them as no two are alike. Fort Wayne, IN lvinson@sym.com Credentials Bachelor of Science in Finance and Economics – Purdue University, Fort Wayne, IN Logan’s Words to Live By “Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1” – Warren

Heath Simcoe

October 10, 2022

Heath Simcoe Heath Simcoe Financial Advisor With over eight years of experience in the financial services industry, Heath serves his clients by walking alongside and guiding them to attain their life goals. He focuses on learning about clients’ goals, outside of their financial aspirations, and knowing them and their families well. He especially enjoys putting the financial puzzle together with a proven strategy. Winona Lake, IN hsimcoe@sym.com Credentials Accredited Investment Fiduciary Designation – Fi360 Community

Teams

DJ Mason

Logan Timbrook

Andrew Boerma

Keith Beers

Logan Vinson

Heath Simcoe

Podcasts

Topics

Life Events

How can we help?

Let’s Talk

Warsaw, IN

Indianapolis, IN

Midland, MI

Mishawaka, IN

Fort Wayne, IN

Learn More

Who We Serve

What We Do

Insights

Contact us