EmpowHER by SYM Financial Advisors

Ed Mohr is the retired Vice President of Total Rewards at Whirlpool Corporation, a Fortune 200 company specializing in home appliances. With a background in HR, manufacturing, and logistics, Ed has accumulated 29 years of experience in various roles. In his current position, he is accountable for executive compensation, broad-based compensation, global mobility, benefits, health, wellness pensions...

Michelle Hipskind, CERTIFIED FINANCIAL PLANNER™ and overseer of the Empower Women's Financial Education Program, discusses the question, "How much do I need to retire?" She emphasizes why there is no one-size-fits-all answer and that it depends on factors such as what the retiree wants their retirement to look like, what they can control, and what they cannot control. Other considerations include...

Maggie Browning is the Franchise Partner of the Burn Boot Camp locations at Fishers and Zionsville, Indiana. Burn Boot Camp is a network of fitness facilities that envisions a world where women love themselves today and are inspired by who they'll be tomorrow. Before working with Burn Boot Camp, Maggie worked as the Deltek Systems Analyst at Walker Consultants and the Project Administrator at McSh...

Carrie Minnich is a Partner at DWD CPAs & Advisors and is in-charge of the Nonprofit Services Team. She earned both a Bachelors degree in Financial Accounting (Cum laude) and a Master of Accountancy from Manchester College. Carrie has been with the firm since 2004 and has been a Director since 2017. She specializes in audits, reviews and compilations of financial Statements for nonprofit organizat...

Jenée Velasquez is the Executive Director of The Herbert H. and Grace A. Dow Foundation, a prestigious organization dedicated to philanthropy and community development. Velasquez began her professional journey as the Chief Executive Officer of Midland County's Economic Development Corporation, Midland Tomorrow, where she played a pivotal role in driving economic growth and prosperity. Prior to tha...

In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, including determining what may be beneficial to exercise r...

Inheriting Financial Relationships In this episode of the EmpowHER Podcast, Michelle Hipskind, a certified financial planner, discusses the phenomenon of women inheriting investment portfolios and being dissatisfied with their financial advisors. She notes that 70% of women who inherit responsibilities for an investment portfolio want to switch to someone they are more comfortable with. Michelle p...

Reid Arnold is the owner of Arnold Mechanical LLC. Reid began his journey in the HVAC industry at the young age of 10 in his family's small heating and air company. He became more involved in the family business and learned more about the trade as he got older until, at age 21, he started a career in law enforcement. In 2021, Reid left the police department and began providing heating, remodeling,...

In this episode of the Owner's Corner podcast, host Seth Whicker, a certified financial planner, stresses the importance of having a Buy-Sell agreement for any business owner. He explains that while a robust estate plan covers some aspects, a Buy-Sell agreement outlines how other people may become owners within the company, how shares will be valued and transferred, and what will happen to shares...

Navigating the Nightmare of Probate: Understanding Tax Law and Estate Planning with Heidi Adair Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and Elder Law. She is certified as an Estate Planning & Administration Specialist by the Indiana State Bar Estate Planning and Administration Specialty Certification Board. Heidi regularly advises c...

David Floyd is an "actively retired" medical technology executive, now serving as a board member and advisor in healthcare and life sciences. During his 33-year career as a medical technology executive, David has served as a President and CEO, board member, advisor, and consultant for organizations like OrthoWorx, Abbott Spine, and AxioMed Spine Corporation. He has a background in finance, marketi...

Jill Young is the Head Coach and Expert EOS Implementer at EOS Worldwide. Having been an EOS implementer since 2014, Jill has implemented the Entrepreneurial Operating System with over 80 companies and has held over 900 EOS consultations with entrepreneurs. She formerly managed the growth and health of Williams & Company CPAs as its President. She is the author of The Advantage book series , which...

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation's operations. With his expertise in financial reporting, he ensures the prudent management of the foundation's funds and maintains healthy investment relationships. Apart from his professional duties, Rich is actively engaged with local community leaders and or...

Denny and Kim Fuller are the former owners of Little Crow Foods, a food company established in 1903. Denny and Kim became the fourth-generation owners of Little Crow Foods after acquiring it in 1983 and managed its operations until the company's exit from the food industry in 2012. They have been volunteering their time and entrepreneurial skills to the Humanity and Hope United Foundation followin...

Holly Miller is the CEO of United Way of Midland County in Midland, Michigan. She is an integral part of the community and is in leadership positions for many teams and collaborative groups. Her work with the Rotary Contemporary View Club, Midland Business Alliance, Health and Services Council, and Midland Area Wellbeing Coalition helps improve lives and bring people together. She is a graduate of...

Stock season is upon us, but what does that mean? It's the time of year when many executives receive compensation in the form of stock options, incentive stock, restricted stock, or performance stock. Here at SYM Financial, we work with some of the best executives and we have a quick word of advice we want to share in preparing for stock season. You've spent the previous year making decisions for...

Melissa J. Bradberry, CPA, is a Director at Baden Gage & Schroeder LLC, one of the largest certified public accounting and business consulting firms in Indiana. With over 18 years of professional tax experience, Melissa has extensive industry knowledge with clients involved in medical industries, manufacturing and service industries, and financial institutions. Melissa joined the firm in 2018 as a...

In this week's episode of the Owner's Corner Podcast, host Seth Wicker is joined by Melissa Bradberry, aCertified Public Accountant, to discuss the different methods of selling a business. The two dive into the differences between a stock sale and an asset sale and why it matters for both the buyer and the seller. From tax implications to legalities, the duo covers the importance of understanding...

Mauro Gregorio is the President of Performance Materials & Coatings at Dow, a chemical manufacturing company operating since 1897. Dow runs the Performance Materials & Coatings group—one of the three key businesses—with annual sales of over $9 billion. Mauro has been with Dow for almost four decades and has held various executive positions. As President, Mauro specializes in business strategy, int...

Greg Marken is the President, CEO, and Treasurer at Advanced Emissions Solutions (ADES). ADES works with municipal water, coal-fired power generation clients, and other industries by providing emissions control and water purification solutions. Greg has been at the helm of ADES since July 2020. He also serves as a manager on the Board of Managers of Tinuum Group and as a manager and officer of oth...

Scott Tucker is a board member and the Co-President of Maple Leaf Farms, a multi-generational family-owned company and America's leading producer of quality duck products. A third-generation family member, Scott began working in the company as a teenager. Today, as Co-President, he leads operations, quality assurance, live production, distribution, and the National Duck Council. He holds a Bachelo...

Julie Fasone Holder is the woman behind JFH Insights, an executive coaching business that supports leaders and influencers in developing advanced leadership strengths and bringing more value to the companies they represent. Before founding JFH Insights, Julie was the former Senior Vice President of Dow Chemical. With Dow, Julie accumulated extensive experience running multi-billion dollar business...

Sebastian Soria is the Vice President and Total Rewards Officer at Newmont Corporation—one of the world's leading gold, copper, silver, lead, and zinc producers. The company is notably the only gold producer in the S&P 500 Index and is recognized as a champion for ESG practices. Sebastian has over 28 years of experience in the financial industry, spending over 26 years with Dow in various leadersh...

Jeff Taner is a certified public accountant and Managing Partner of DWD CPAs & Advisors, a firm that offers tailored assurance, tax, and accounting services for businesses, individuals, and nonprofit organizations. Jeff has been serving DWD CPAs & Advisors for over 40 years. After graduating from Indiana University at Fort Wayne with a degree in Business Accounting, Jeff began his career in the co...