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.

Rod Coleman

A man in a light blue button-down shirt stands smiling beside a sit-stand desk with multiple monitors displaying serene nature scenes. The background consists of large windows with an outdoor view of trees without leaves.

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.

Credentials

Emblem of the United States Naval Academy featuring a blue background with yellow text and a detailed crest in the center. The text "United States Naval Academy" surrounds the crest, which includes symbols such as a trident and an anchor.

Bachelor of Science in Economics, with Merit – U.S. Naval Academy

Logo of The University of Chicago Booth School of Business. The text reads "CHICAGO BOOTH" with "CHICAGO" in gray and "BOOTH" in maroon.  To the right, there's a shield featuring an eagle and book with Latin mottos. Below, the full name of the school is written in gray.

Master of Business Administration – University of Chicago, Booth School of Business

CFP logo

CERTIFIED FINANCIAL PLANNER™

Community

Logo for the Tri-City Kids' Triathlon. The text at the top says "TRI-KIDS-TRY" in teal, red, and yellow. Below is an abstract design representing swimming, cycling, and running. The text at the bottom reads "Tri-City Kids' Triathlon" in teal, red, and blue.

Co-founder, Tri Kids Try Youth Triathlon

Rod’s Words to Live By

“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” -Theodore Roosevelt

Personal Pursuits

Rod enjoys his family, fitness, and challenging the mind and body. Rod plans to devote more time to Habitat for Humanity in retirement.  He also enjoys being a volunteer reader to school-aged children.

Get Rod’s Help

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Midland work for you call 800-888-7968 or email info@sym.com.