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Rick Harrison

Rick Harrison Principal, Senior Financial Advisor Rick brings more than 30 years of experience in the investment management and trust industry. He has a consistent and dependable way of educating clients on different aspects of portfolio management and financial planning.  When it comes to financial advice, he is a knowledgeable friend to have in Indianapolis. Indianapolis, IN rharrison@sym.com Credentials Master of Business Administration, University of Indianapolis Bachelor of Science in Business Finance, Indiana University Kelley

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Julie Wiegand

Julie Wiegand Client Service Manager. Julie has more than 13 years of experience in the Client Service Representative role and now manages the client service team across its five offices. Her favorite part of the job is focusing on the SYM client experience. She thrives on serving uncommonly well. She has a genuine heart for servanthood and feels that SYM is a special kind of family that lives this value. Winona Lake, IN jwiegand@sym.com Credentials

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Seth Whicker

Seth Whicker Principal, Senior Financial Advisor Seth works as a senior financial advisor and also runs the business development efforts at SYM Financial Advisors. His favorite part of his job is helping clients achieve their financial goals, putting together a solid plan and seeing the plan come to fruition. What he enjoys most about his clients is learning their story. Fort Wayne, IN swhicker@sym.com Credentials Masters in Financial Analysis- College for Financial Planning Masters in

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Rod Coleman

Rod Coleman President, Senior Financial Advisor Rod oversees SYM’s broad offerings including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, as well as portfolio management and advisement for nonprofit organizations and group retirement plans. Midland, MI rcoleman@sym.com Credentials Bachelor of Science in Economics, with Merit – U.S. Naval Academy Master of Business Administration – University of Chicago, Booth School of Business CERTIFIED FINANCIAL PLANNER™ Community Co-founder, Tri Kids Try Youth Triathlon

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Sydney Cale

Sydney Cale Financial Advisor Sydney loves to serve her clients with the utmost attention on understanding their individual story. Each client has unique goals and interests that will influence their legacy for future generations. Sydney loves that building genuine relationships is not only encouraged at SYM, but expected. Fort Wayne, IN scale@sym.com Credentials Bachelor of Science in Business Management, highest distinction – Indiana University Fort Wayne, IN Master of Business Administration – Indiana University Fort

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Sheila McLaughlin

Sheila McLaughlin Retirement Plan Specialist For 13 years, Sheila worked with SYM in a Third-Party Administer role and in 2014 she began her current job as retirement plan consultant. Sheila’s responsibilities include compliance testing, government reporting, and oversight of qualified plan record keeping systems. Fort Wayne, IN smclaughlin@sym.com Personal Pursuits Sheila loves spending time with her husband, Bert, and their three children: Karissa, Braxton, and Kendall. Get Sheila’s Help As life events and stages demand

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