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Keith Beers

A man with short dark hair, wearing a navy blazer and white shirt, is smiling while standing with one hand resting on a wooden rail. He is in a warmly lit indoor space, with a door and window in the background.

Keith Beers

Manager of Financial Planners/Financial Advisor

Prior to gaining his experience in corporate finance and consulting, Keith spent ten years active duty in the Marine Corps as an Officer and AH-1Z pilot.  What he most enjoys about working at SYM is partnering with clients to support the fulfillment of their financial goals.  

Winona Lake, IN

kbeers@sym.com

Credentials

Georgia Southern University logo featuring a stylized eagle head in navy blue and gold on the left, and "GEORGIA SOUTHERN UNIVERSITY" written in bold, navy blue letters to the right.

Bachelor of Arts in Psychology, Cum Laude, Georgia Southern University

The image shows the Northeastern University logo. On the left is a circular emblem featuring the university seal with the text "Northeastern University 1898" surrounding a central shield. On the right, the text "Northeastern University" is written in black.

Master of Science in Finance, Northeastern University

The image shows the Northeastern University logo. On the left is a circular emblem featuring the university seal with the text "Northeastern University 1898" surrounding a central shield. On the right, the text "Northeastern University" is written in black.

Master of Business Administration, Northeastern University

Community

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Treasurer, Summit Equestrian Center

U.S. Marine Corps Forces Reserve emblem. Central design includes an eagle atop a globe with an anchor, the Marine Corps symbol, over a colored star, all set against the USA map in the background. Outer ring reads "U.S. Marine Corps Forces Reserve" on a gold border.

Major in the Marine Corps Reserve

A blue stylized house icon contains the white capital letters "H", "O", and "A" from left to right, with the "O" centered and slightly larger. The design symbolizes a Homeowners Association (HOA).

Treasurer, The Meadows Home Owners Association

The image shows the Rotary International logo, consisting of a blue gearwheel with six spokes. The words "ROTARY INTERNATIONAL" are written in blue around the inside perimeter of the gear. A smaller circular design is in the center.

Member, Warsaw Rotary

Keith’s Favorite Book

For Whom the Bell Tolls

-Ernest Hemingway

Personal Pursuits

Keith enjoys all things sports and outdoors with wife Aubrey and their two children. He loves to cook and try new foods. He hopes to travel to every continent eventually.

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?

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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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