Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

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. 


AIF logo featuring a stylized orange sunburst to the left of the letters "AIF" in black. To the right, the text reads "Accredited Investment Fiduciary" in black, with the Registered Trademark symbol accompanying both "AIF" and "Accredited Investment Fiduciary.

Accredited Investment Fiduciary Designation – Fi360


Logo of United Way. The image has a blue background with the words "United Way" in white on the left. On the right, there is a circular emblem with an outstretched hand holding a person in red, surrounded by concentric circles of yellow and orange.

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

Bold graphic of a tiger's head with an open mouth, showcasing a dramatic and fierce expression. The tiger's face is predominantly orange with black and white accents against a bright orange background.

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.