SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Courtney Goessler

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisors professional in a black blazer and pink blouse sitting at an office desk.

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

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Butler University logo featuring a bulldog head mascot above the text “BUTLER UNIVERSITY,” presented by SYM Financial Advisors, a commission-free fiduciary.

Bachelor of Science in Finance – Butler University, Indianapolis, IN

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Financial Paraplanner Qualified Professional logo for SYM Financial Advisors.

Financial Paraplanner Qualified Professional™

Community

SYM Financial Advisors logo featuring the text “TRI DELTA” with a geometric, commission-free fiduciary flower icon containing interlocking blue, teal, and gold triangles between the words, representing an independent, commission-free fiduciary with 55+ years of serving clients.

Member, Volunteer

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for Young Professionals of Central Indiana, featuring the acronym YPCI and a red star in a circle above the full name, a community supported by SYM Financial Advisors.

Member 

Courtney’s Words to Live By

Show me your friends and I’ll show you your future. 

Personal Pursuits

Courtney spends most of her free time with family and friends, making the most of each day together. Workout classes and playing basketball keep her active. She tends to wind down her day in a creative space, working on some sort of craft.