A smiling client of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, sits in front of a bouquet of yellow tulips.

Lelah Larson

Lelah Larson Lelah Larson Financial Planner Lelah enjoys the attention to detail that goes into creating financial plans tailored to clients’ specific needs and goals. She finds it rewarding to provide personalized service to clients and their families that positively impacts their lives. Lelah says she is proud of the people-centered culture at SYM. Midland, MI llarson@sym.com @lelah-larson Credentials Bachelor of Science in Education, Summa Cum Laude Western Michigan University, Kalamazoo, MI Master of Science

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling woman with long dark hair wearing a green top and a simple pendant necklace, representing a commission-free fiduciary at SYM Financial Advisors.

Victoria Atkins

Victoria Atkins Victoria Atkins Financial Planner Victoria finds joy in educating clients about their financial options, empowering them to make informed decisions. She enjoys seeing the positive impact that sound financial planning can have on their life.  One of her favorite parts of working with clients revolves around creating personalized strategies to help them achieve their unique goals.    Midland, MI vatkins@sym.com @victoria-atkins-236269a1 Credentials Bachelor of Science in Agricultural Economics Texas A&M University, College Station,

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisors man in a navy blazer and light blue plaid button-down shirt wearing glasses.

Glen Schroering

Glen Schroering Glen Schroering Client Service Representative Glen has years of customer service experience. He finds satisfaction in minding the details in building relationships and helping clients reach their goals. Glen appreciates SYM’s emphasis on personalized service and that SYM serves as a fiduciary for all clients. Indianapolis, IN gschroering@sym.com @glen-schroering-fpqp%C2%AE-b49608149 Credentials Bachelor of Science in Economics with concentration in Finance – Purdue University, West Lafayette, IN Financial Paraplanner Qualified Professional™ Community Member, Volunteer Member

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling woman with long brown hair, glasses, and a black top, representing SYM Financial Advisors.

Elsie Dominguez

Elsie Dominguez Elsie Dominguez Financial Planner Elsie leverages her interpersonal skills along with her technical expertise in financial planning to create personalized financial plans for SYM clients. She values the growth-oriented and supportive culture at SYM which challenges her to develop professionally every day. Midland, MI edominguez@sym.com @elsiedominguez Credentials Bachelor of Arts in Political Science and Public Health– University of California, Irvine Professional Certificate in Accounting- University of California, Santa Barbara Elsie’s Words to Live

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisor with blonde hair wearing a black top.

Alissa Morgan

Alissa Morgan Alissa Morgan Client Service Representative Alissa strives to hit deadlines and exceed expectations. Goal-oriented, she uses her developing education to grow as an employee and person. Alissa remarks, “I love working at SYM because everyone is so friendly… and committed to jumping in to help support one another.”   Fort Wayne, IN amorgan@sym.com @morganalissa Credentials Student pursuing Bachelor of Finance & Accounting – Purdue University, Fort Wayne, IN Financial Paraplanner Qualified Professional™  

Read More »
A smiling consultant from SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, wears a white dress shirt and a blue blazer.

Ethan Engelhardt

Ethan Engelhardt Ethan Engelhardt Financial Planner Ethan has an innate skill for connecting and building lasting relationships. He thoroughly enjoys providing value and helping others any way he can. He appreciates the vast landscape of personal finance because it allows him to satisfy his never-ending desire to always be learning and improving. He enjoys working with clients for the chance to make a direct impact on their lives and see those positive effects come to

Read More »

Book a Meeting

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