“Rick exhibits qualities everyone in this company can and should learn from. His strong influence lifts SYM’s profile and presence in the Indianapolis region, and SYM’s Indy future is bright under his leadership.”
Rick, his wife Jennifer, and their two daughters reside in Indianapolis, where they are active with Holy Cross Lutheran Church and are avid fans of Indiana University basketball, the Indianapolis Colts and the Chicago Cubs. Rick serves on the board of directors for the Carmel Symphony Orchestra, Holy Cross Lutheran Church Foundation, and the Kairos Prison Ministry Advisory Council for Pendleton Correctional Industrial Facility.
SYM Financial Advisors is among the Midwest’s largest independent wealth management firms, with over $1.8 billion in assets under management. Headquartered in Winona Lake, Indiana, SYM also has offices in Fort Wayne, Indianapolis and South Bend, Indiana and Midland, Michigan. The firm serves corporate executives, private business owners, physicians, families, retirees, corporations and not-for-profit organizations, delivering unique, goals-based portfolio management solutions, wealth management, and a completely transparent and investor focused 401(k) solution.