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.
Call Us

800 888-7968

Mon to Fri

8am-5pm

Locations
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.

Teams

A man with short brown hair and glasses is smiling at the camera. He is wearing a blue blazer over a light blue dress shirt with a patterned design. The background is blurred, indicating an indoor setting with neutral tones.

Logan Timbrook

January 13, 2023

Logan Timbrook Logan Timbrook Financial Advisor Logan is a very detail oriented person who usually has a plan A, B and C! He desires meaningful relationships and aims to be a trusted confidante and truth teller to his clients. He says, “I enjoy the problem-solving nature of the advisor role and those moments when a client’s life changes for the better based on my recommendations & planning.” Fort Wayne, IN ltimbrook@sym.com Credentials Bachelor of Science

Read More »
A man with short hair wearing a blue dress shirt under a dark blue blazer is standing indoors. The background is softly blurred, highlighting the window behind him. He is looking directly at the camera with a neutral expression.

Andrew Boerma

January 13, 2023

Andrew Boerma Andrew Boerma Financial Planner Andrew is skilled in client education, financial planning, investment strategy and technical analysis. He says, “The most rewarding part of my job is seeing the implemented financial plan for a client come full circle to achieve the goal at hand and have a long-lasting effect in their lives.”  Midland, MI aboerma@sym.com Credentials Bachelor of Science in Finance– Central Michigan University  Series 66 License Andrew’s Words to Live By “Stay

Read More »
A man with short dark hair is smiling while wearing a navy blue suit jacket and a white dress shirt. He is standing indoors with a blurred background. The overall atmosphere is professional.

Keith Beers

January 12, 2023

Keith Beers 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 Bachelor of Arts in Psychology, Cum Laude, Georgia Southern University Master of Science in Finance,

Read More »
A young man with short brown hair is smiling and wearing a black blazer over a white shirt. He is standing in front of a blurred background with neutral tones.

Logan Vinson

November 17, 2022

Logan Vinson Logan Vinson Logan is a Private Investment Operations Specialist. Logan has a strong understanding of private investments.  He enjoys diving into the complexities of the portfolios that contain them as no two are alike. Fort Wayne, IN lvinson@sym.com Credentials Bachelor of Science in Finance and Economics – Purdue University, Fort Wayne, IN Logan’s Words to Live By “Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1” – Warren

Read More »
A bald man with glasses is smiling at the camera. He is wearing a grey suit with a white dress shirt. The background is blurred but appears to be an indoor office setting.

Heath Simcoe

October 10, 2022

Heath Simcoe 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 Accredited Investment Fiduciary Designation – Fi360 Community

Read More »
A smiling woman with straight, shoulder-length blond hair is wearing a purple blouse with pleated details at the neckline. She is posed against a blurred, neutral background, creating a professional and friendly appearance.

Marissa Nowak

September 15, 2022

Marissa Nowak Marissa Nowak Client Service Representative Marissa has a lot of experience in the service industry. She enjoys helping clients achieve their own financial freedom and  focuses on knowing her clients uncommonly well so that she can help them in the best way possible. Her favorite part of working at SYM is the helpful culture in the company. Midland, MI mnowak@sym.com Credentials Bachelor of Science in Business Administration with Applied Business Communication Concentration –

Read More »

Podcasts

CIO Corner

Topics

How can we help?

This field is for validation purposes and should be left unchanged.

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.
A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Warsaw, IN

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

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Indianapolis, IN

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

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Midland, MI

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

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

Mishawaka, IN

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

A circular icon with a white background and a thin black border. Inside, there is a simple blue map pin symbol, commonly used to signify location or destination.

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.
Start Here
Logo of SYM Financial Advisors. The letters "SYM" are bold and green with a stylized leaf underlining them. Below, "FINANCIAL ADVISORS" is written in uppercase, green font.

Who We Serve

What We Do

Insights

Contact us

Linkedin Envelope Facebook

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap