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.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary wearing a blue suit jacket and a patterned button-down shirt.

Octavian Sayumwe

January 24, 2022

Octavian Sayumwe Octavian Sayumwe Principal and Financial Advisor Octavian enjoys utilizing his personal finance knowledge to create a customized financial plan that aligns with each client’s goals and values. His favorite part about working with SYM clients is getting to know each unique story. He respects that each story is different. Just as each story is unique, so is each person’s financial situation and the planning that surrounds it. Mishawaka, IN osayumwe@sym.com @octaviansayumwe Credentials Bachelor

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Headshot of a smiling consultant from SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, wearing a navy blue blazer and light blue button-down shirt.

Steve Yeager

January 24, 2022

Steve Yeager Steve Yeager Principal, Senior Financial Advisor Steve brings over two decades of experience in financial services. His specialty is working with private business owners and corporate executives on their financial plans.  He also serves on the SYM Investment Committee and is the Warsaw Area Leader. Steve spent ten years as a Naval officer and F-14 pilot. He resigned as a Lieutenant Commander in 2000.   Winona Lake, IN syeager@sym.com @steve-yeager-01269618 Credentials Bachelor of Science

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a middle-aged man with glasses, wearing a blazer and a button-down shirt, smiles at the camera as a commission-free fiduciary for SYM Financial Advisors.

Steve Saylor

January 24, 2022

Steve Saylor Steve Saylor IT Director Steve has been taking things apart and putting them back together since before he could walk. He brings to SYM more than 25 years of experience consulting, directing and implementing large scale IT projects.  Having been a CIO consultant for over four dozen financial institutions, hospitals and health care facilities, as well as many manufacturers and non-profit organizations, his expertise is a big asset to SYM.  Steve says, “I love

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

Rick Harrison

January 24, 2022

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.  He serves on the SYM Investment Committee and is the Indianapolis Area Leader. When it comes to financial advice, he is a knowledgeable friend to have in Indianapolis. Indianapolis, IN rharrison@sym.com @rick-harrison-mba-21366370 Credentials Master of

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Headshot of a smiling SYM Financial Advisors woman with blonde hair, wearing a black shirt and a silver necklace.

Julie Shepherd

January 24, 2022

Julie Shepherd Julie Shepherd Principal and Client Service Manager Julie has more than 20 years of experience working in client service for SYM. She manages the client service team across its five offices. Her favorite part of the job is focusing on the 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

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Professional headshot of a smiling consultant from SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, wearing a blue button-down shirt and black blazer.

Seth Whicker

January 24, 2022

Seth Whicker Principal, Senior Financial Advisor Seth works as a senior financial advisor and Area Leader. He also oversees the business development efforts for SYM Financial Advisors and serves on the SYM Investment Committee. 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 @seth-whicker-cfp-ms-b01b31a

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