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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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Victoria Atkins

March 27, 2025

Victoria Atkins Victoria Atkins Financial Planner Victoria finds joy in educating clients about their financial options, empowering them to make informed decisions. She enjoys seeing the positive impact that sound financial planning can have on their life.  One of her favorite parts of working with clients revolves around creating personalized strategies to help them achieve their unique goals.    Midland, MI vatkins@sym.com Credentials Bachelor of Science in Agricultural Economics – Texas A&M University College Station,

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Glen Schroering

February 7, 2025

Glen Schroering Glen Schroering Client Service Representative Glen has years of customer service experience. He finds satisfaction in minding the details in building relationships and helping clients reach their goals. Glen appreciates SYM’s emphasis on personalized service and that SYM serves as a fiduciary for all clients. Indianapolis, IN gschroering@sym.com Credentials Bachelor of Science in Economics with concentration in Finance – Purdue University, West Lafayette, IN Glen’s Words to Live By “Act now, so that

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(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

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

Schedule A Meeting

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

Schedule A Meeting

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

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, which is available upon request.

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