SYM logo white
woman with blond hair and blue eyes in a tan blazer with white undershirt

Janae O’Rourke

September 26, 2025

Janae O’Rourke Janae O’Rourke Financial Advisor Janae has a knack for guiding clients in finding that sweet spot between enjoying life today and preparing wisely for tomorrow. It’s all about balance – and making the process feel less overwhelming and more empowering. She says, “My favorite part about my job is the relationships – I get to hear incredible stories, share in life’s milestones, and be a trusted part of each client’s journey. It’s an

Read More »
gray haired man in suit coat in front of a window

Austin Burrows

August 25, 2025

Austin Burrows Financial Advisor Austin has a passion for making the complex simple – helping clients, colleagues, and friends understand and master unfamiliar topics that might otherwise feel overwhelming. With a wealth and breadth of experience in healthcare and financial services, he’s led high-performing teams, built strategic partnerships, and managed complex operations across highly regulated industries. Austin is driven by a deep desire to help people achieve their goals – whether personal, financial, or business

Read More »
top half of young man standing in front of a brick wall with short brown hair in a blue suit coat

Seth Shetler

August 8, 2025

Seth Shetler Seth Shetler Financial Planner Seth has a positive mindset and a heart for serving clients and building customized financial plans. He enjoys making connections with people from all walks of life.  Mishawaka, IN sshetler@sym.com Credentials Bachelor of Science in Finance – Southern New Hampshire University Favorite Book “Millionaire Mission” by Brian Preston  Personal Pursuits Professionally, I am pursuing a CFP® certification. I enjoy playing basketball, and any sport that keeps me active. I

Read More »
young man with blue eyes, moustache and beard smiling

Josh Scheurich

August 5, 2025

Josh Scheurich Josh Scheurich Financial Planner Josh’s experience serving clients in the insurance industry has taught him the value of establishing trust. He believes when you are trusted, you can truly help and make a positive impact on lives. The favorite part of his job is seeing the sense of relief in a client’s face when he delivers a comprehensive financial plan.  Indianapolis, IN jscheurich@sym.com Credentials Bachelor of Science in Business Administration– Ball State University,

Read More »
a bio shot of a middle aged woman with light brown hair

Jackie Murray

June 17, 2025

Jackie Murray Jackie Murray Human Resources Director Having worked in Human Resources for the past 20 years, Jackie is a huge advocate for those in the workforce. Living by the mantra that each person holds value and it’s up to leaders to show that, she leads by bringing strategies and new ideas into the workforce that center on that focus. Fort Wayne, IN jmurray@sym.com Credentials Bachelor of Science in Organizational Management – Cornerstone University, Grand

Read More »
a young woman with long blond hair sitting

Macy Coney

June 13, 2025

Macy Coney Macy Coney Client Service Representative Macy thrives on organization and efficiency.  She focuses on maintaining a strong level of productivity in the work she does for clients.  She remarks that she genuinely cherishes learning and growing alongside her colleagues every day.   Fort Wayne, IN mconey@sym.com Credentials Bachelor of Science in Finance – Purdue University, Lafayette, IN Financial Paraplanner Qualified Professional™ Words to Live By “Be grateful for small things, big things, and

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here