Teams Archive - SYM Financial Advisors -

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

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

A young man with brown hair smiling with a suitcoat and tie

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

A bio image of a woman with long sandy brown hair

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

A woman in a green shirt with black long hair smiling

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,

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

Teams

Johnny Woehnker

Courtney Goessler

Zach Kern

Lelah Larson

Victoria Atkins

Glen Schroering

Podcasts

CIO Corner

Topics

Life Events

How can we help?

Let’s Talk

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Midland, MI

Mishawaka, IN

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Mishawaka, IN

Midland, MI

Let Us Help!

Who We Serve

What We Do

Insights

Contact us