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The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.

Heath Simcoe

A bald man wearing glasses, a white dress shirt, and a black sweater stands indoors, leaning against a wooden staircase railing, smiling at the camera. The background includes a wooden door and part of a hallway.

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

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Accredited Investment Fiduciary Designation – Fi360

Community

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Member, Board of Directors for United Way Whitley and Kosciusko Counties

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Freshman Boys Basketball Coach,    Warsaw Community High School

Heath’s Words to Live By

“If your actions inspire others to dream more, learn more, do more, and become more, you are a leader.”

-John Quincy Adams

Personal Pursuits

Heath and his wife Janna have three active boys and enjoy basketball, baseball, football, and soccer.  Heath and Janna strive to instill in their boys the value of showing respect, humility, and integrity and placing God 1st, others 2nd, and self 3rd to prepare them for the life ahead.  The entire family loves reading and vacationing in Tennessee and Florida.  Heath is a lifelong learner, always looking to grow and better himself, and others, every day.

Favorite Books

“Mindset” by Carol S. Dweck

“They Call Me Coach” by John Wooden

“Atlas Shrugged” by Ayn Rand

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Warsaw work for you call 800-888-7968 or email info@sym.com.

Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

How Can We Help?

Learn More

It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
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