SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. As fiduciaries, you can be assured that SYM operates in your exclusive best interest. We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan. We oversee more than $3.3 billion in assets. (as of ADV filed 3/24/2023). Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.

Individual & Family Wealth. Qualified Retirement Plan Administration. Non-Profit Organizations & Foundations. Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations. Chartered in 1988 as the first independent trust company in the state of Indiana, and now with more than $2 billion in assets under management, Indiana Trust is deeply committed to the communities it serves. Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust. • Investment Management • Financial Planning • Trust & Estate Administration • Estate Settlement • Individual Retirement Planning • IRA Rollovers • Qualified Retirement Plan / Employee Benefit Plan Administration • Non-Profit / Foundations / Endowment Services With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship. From generation to generation, we deliver legacies - built on trust. Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do. #SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives #IndianaTrustWealthManagement #LegaciesBuiltOnTrust #TrustIsTheWayWeDoBusiness When you're ready to take the next step, talk with Indiana Trust.

Multi-state, privately held company with divisions in long term care, real estate, and software industries. $120,000,000 in revenue*Preparation of consolidated financial statement, including cash flows, equity statements per owner, intra-company & inter-company eliminations, discontinuing operations, and owner's personal compilation directly reporting to upper-level management *Integrity checks on submitted financial statements from controllers*Year-end internal audit work-papers and direct work with outside audit firm*Preparation of daily cash sheets of all entities with summaries of direct daily operations and investing. *Monitored all multi-companies' cash needs and completing working capital loan transfers *Direct bank contact and performed necessary free form, ACH transactions, sweeps for subsidiary to corporate and overnight investments*Responsible for coordinating & implementing during downsizing of corporate office with system change from AS400 environment to a Novell Network. Additionally, monitored the operation of the network, software additions & updates and staff training.*various finanacial analysis, internal audit projects, & support staff for due-diligence for acquisitions*Sales tax set-up and compliance in all 50 states

We are a private equity group specializing in identifying and executing sound investments in light manufacturing, fabrication, distribution and commercial services. Unlike many other private equity firms our size, we deliver unique access to an extensive and diverse range of capital funds as well as over 60 years hands-on business experience building and growing businesses on both a regional and national level. The Hoosier Investments mission is simple: We partner with mid-market companies seeking investment and leverage their strengths by collaborating and providing strategic support. The result is maximum company growth and long term value. Simply put, we understand middle market businesses. When considering a partnership, we utilize both our industry and investment expertise to thoroughly understand a business and their management team. While we have a range of investments across the United States, we are particularly focused on partnering with Midwestern based, established mid-market businesses and management teams looking to optimize their growth potential.

We are a Financial Services Firm serving the needs of executives, professionals, business owners and single, widowed, and divorced women in the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, business continuation programs and financial services. Representatives offer products and services using the following business names: Verso Financial/Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Verso Financial/Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

• Analyzed market share and regional influence of service-based companies within 100 miles of South Bend• Identified firms with valuations between $25-40 million and high profit margins to be advanced to the due diligence phase

Horace Mann was founded in 1945 by two educators in Springfield, Ill., who believed teachers deserved affordable auto insurance. Originally called the Illinois Education Association Mutual Insurance Company, our name was changed to honor the father of the American public education system, Horace Mann. We are proud to share his name. At Horace Mann, the hard work, commitment and dedication of our employees are the foundation of our success. And today we are the largest, national multiline insurance company dedicated to serving America’s educators and their families. Our purpose is to provide lifelong financial well-being for educators and their families through personalized service, advice, and a full range of tailored insurance and financial products. Through our professional agents and their staff, we offer insurance and financial products to the educational community across the United States. Horace Mann offers auto, homeowners and life insurance, retirement annuities, and other financial solutions to educators and their families. We also proudly support our nation’s educators through recognition programs and classroom funding opportunities through DonorsChoose.org. If you respect the teaching community and feel you can help us take care of educators'​ futures, choose the path you’d like to explore at http://www.horacemann.com/about-us/careers.