SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
A smiling man from SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, wearing a white collared shirt and blue blazer.

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 @joshua-scheurich-8b4982210 Credentials Bachelor of Science in Business Administration– Ball State

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A smiling SYM Financial Advisors fiduciary, an independent, commission-free firm with 55+ years of serving clients, with shoulder-length hair wearing a dark navy top.

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 @jacquelyn-murray-28264895 Credentials Bachelor of Science in Organizational Management – Cornerstone University,

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling woman with long blonde hair wearing a black top, associated with SYM Financial Advisors.

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 @macyconey 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,

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary in a suit and tie looks at the camera.

Johnny Woehnker

April 10, 2025

Johnny Woehnker Johnny Woehnker Financial Analyst In the investment department, Johnny thrives when analyzing data and research in the pursuit of improving clients’ lives. Fort Wayne, IN jwoehnker@sym.com @jonathanwoehnker Credentials Bachelor of Science in Accounting and Finance – Purdue University, West Lafayette, IN Chartered Financial Analyst® Johnny’s Words to Live By “Don’t be pushed by your problems. Be led by your dreams.”  – Ralph Waldo Personal Pursuits Johnny stays active playing tennis, bike riding, and

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisors professional with long reddish-brown hair smiles at the camera, wearing a pink top under a dark blazer.

Courtney Goessler

April 9, 2025

Courtney Goessler Courtney Goessler Client Service Representative Courtney is proud of the level of service each client receives here at SYM, and she is an important part of it.  She says that she thrives working alongside colleagues who share their knowledge and willingness to help every day. Indianapolis, IN cgoessler@sym.com Credentials Bachelor of Science in Finance – Butler University, Indianapolis, IN Financial Paraplanner Qualified Professional™ Community Member, Volunteer Member  Courtney’s Words to Live By Show

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary in a suit, dress shirt, and tie.

Zach Kern

April 3, 2025

Zach Kern Retirement Plan Specialist Zach enjoys providing white glove client service and developing meaningful relationships.  He is focused on recommending what’s in the client’s best interest and always learning with those around him. Fort Wayne, IN zkern@sym.com @zach-kern Credentials Bachelor of Science in Economics and Finance– Bethel University, Mishawaka, IN Bachelor of Arts in Business Management– Bethel University, Mishawaka, IN Community Member, Worship Team at Pathway Community Church Zach’s Words to Live By A

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