SYM Financial Advisors Podcast

Jimmy Greene is the President & CEO of Associated Builders & Contractors (ABC) of Michigan, a trade association representing Michigan's commercial and industrial construction industries. He is the first Black CEO in the organization's 60-year history. Jimmy is also the founder of Total Solutions Group in Saginaw, a firm specializing in technology project consulting and telecommunications. Before b...

Tom Ackmann is a principal and senior retirement plan advisor at SYM Financial Advisors, an RIA firm with a long history of serving plan sponsors and their employees. He previously worked as the Vice President of Baden Retirement Plan Services and the Vice President for Ascensus. At SYM, Tom leads a team that advises over 100 corporate clients and 10,000 participants. Tom holds a degree in Communi...

Paul Barbeau is the Senior Global Director at Dow, a material science company that provides innovative and sustainable solutions for consumer care, infrastructure, and packaging businesses. Paul collaborates with various business leaders to improve existing workplace strategies with employee experience, asset optimization, and sustainability in mind. He is also the Director at 1st State Bank, a ba...

Fernando Signorini is the Vice President of Operations US Gulf Coast and Site Director of Texas Operations at Dow, a chemical manufacturing company that's been around for over 125 years. They're currently spearheading programs for a more sustainable future. Fernando has been with Dow for almost 28 years, and his vast experience made him an expert in business processes, planning, plant operations,...

Luke Schroeder is the Owner of Starting Strength Cincinnati. After graduating with a Bachelor's degree in Management from Purdue University, Luke worked in leadership positions across several industries, including aerospace and manufacturing. These positions include serving as the Plant Manager of Red Spot Paint, the Manufacturing Manager of Zimmer Biomet, the Senior Operations Manager of NuVasive...

Dave Youngstrom is the CEO of Yeo & Yeo CPAs & Business Consultants. Yeo & Yeo is one of the country's leading tax, technology, accounting, wealth management, and medical billing advisory firms. Dave has been part of the Yeo & Yeo family for over 28 years, where he served as Principal, Director, and Board of Directors before becoming its CEO. He earned his Bachelor of Business Administration at Sa...

Randy Strebig is the Founder and Owner of Strebig Construction, a construction firm in Fort Wayne, Indiana. When Randy founded the company in 1980, he focused the firm's efforts on residential modeling, roofing, and concrete flatwork. Over the last 40 years, Strebig Construction has been expanding and evolving into a dominant force in commercial, industrial, and design/build projects. Randy and th...

Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a financial planning expert, Fred has mastered the art of wealth management, investments, estate planning, and financial advice. He holds a Bachelor's degree in Mathematics from Hanover College and earned his CFP in 198...

Over the last 30 years, Doug Conner has been buying and selling lower-to-middle-market businesses in the Midwest. During this time, he has also worked as the Managing Director at Periculum Capital Company and the Principal at BrightPath Capital and Cardinal Ventures. Doug holds a Bachelor's degree in Economics and Mathematics from DePauw University and received his Master of Business Administratio...

Jennifer "Jenni" Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer care industries. Jenni is responsible for generating strategic plans that support the company's capital planning and corporate strategy. Jenni also has oversight of Enterprise Working C...

Dr. Al Grossnickle is the owner of Strategic Venture Partners LLC, a consulting company that helps entrepreneurs grow their businesses. For over a decade, Al worked as an Associate Professor of Business at Grace College, where he was also the Director of the William P. Gordon Institute. At the University of Saint Francis, Al served as the Assistant Professor of Entrepreneurship and Director of the...

Amy Wilson is the General Counsel and Corporate Secretary at Dow Corporate, which aims to become the most innovative, inclusive, customer-centric, and sustainable materials science company. They provide science-based products and solutions to their customers in spheres as diverse as packaging, consumer care, mobility, and infrastructure. Amy's responsibilities with Dow include leading and providin...

Dr. Matt Eckert has been practicing dentistry for the past 28 years. Together with his business partner Ryan Hart, Matt operates Downtown Dental, a practice honored by his long-term patients. Matt completed his undergraduate degree from Ball State University and completed his Doctorate of Dental Surgery degree at the Indiana University School of Dentistry. He is a member of several professional or...

Tom Schwyn is the Vice President of Global Legal Operations and GPO General Counsel at Whirlpool, one of the world's leading kitchen and laundry appliances brands. Tom has an incredible career story, having joined Whirlpool as an electrical engineer back in 1987. As Vice President of the Legal Operations department, today Tom is tasked with mitigating risks, optimizing value, and promoting global...

John Barce is the Owner and Partner at Barrett McNagny LLP, one of the oldest law partnerships in Indiana. John is a premier business attorney who focuses his practice on business transactions, federal & state taxation, and estate & business planning. He completed his JD at the Indiana University School of Law, where he graduated with Latin honors. Since 2016, John has been recognized and listed i...

Sharon Mortensen is the President and CEO of Midland Area Community Foundation, an organization that promotes philanthropic leadership to help the local community through scholarships, charity funding, and donations to Midland area nonprofits every year. As a leader, Sharon is responsible for overseeing all operations, from proposal to execution. She earned a Bachelor's degree in Communications fr...

SYM senior financial advisor Seth Whicker talks with Chief Investment Officer Andy Popenfoose about the impact of COVID-19 on the markets.  This podcast answers questions such as:  Where will the markets go in 2021 and beyond? What did COVID-19 do to the investment market? What did we learn about investing in a pandemic? What do I need to know for investing in 2021 and beyond? ____________________...

This is a webinar for women about debt management and financial strategies for managing debt.  This conversion answers questions such as: Should I pay off my mortgage? What is debt consolidation?  How does debt consolidation work? _____________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?shar...

Gain unique insight from Jill Young, certified EOS facilitator on leading your business through uncertain times. ____________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4...

SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners.  Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability.  This podcast answers questions such as:  When should I sell my business? How do I sell my business? What is a business valuation? What do I need to know about succession pla...

SYM CEO Jerry Yeager, JD, joins principal and senior financial advisor Seth Whicker to discuss the ins and outs of financial planning for nonprofits. From their own experience in the nonprofit world the unique dynamics of institutional investing, Seth and Jerry offer an inside look at SYM's services.  _______________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, I...

SYM senior financial advisor and principal Sarah Delahanty discusses the unique needs of corporate executives in this podcast. Topics include stock options and grants, diversification, deferred compensation, and time management for executives.   __________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advi...

Join Seth Whicker and Tom Ackmann, principals and senior financial advisors with SYM Financial Advisors, for an overview discussion of SYM's Employer-Sponsored Retirement Plan services. _______________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640...

Healthcare professionals approach their careers in a different way than the average working professional. This poses both a unique challenge and opportunity. Join SYM principals Seth Whicker and Rick Harrison as they discuss  financial investing and planning for the healthcare professional, the importance of working with a fiduciary advisor, and some advice on maximizing opportunities to make and...

This April 2020 podcast explores the coronavirus pandemic from the inside – literally. Observing proper social distancing protocol. SYM advisors Seth Whicker and Andy Popenfoose explore the economic conditions surrounding this time of uncertainty, including parts of the CARES Act and market responses. __________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indian...