Sym Financial Adds Ackmann
July 28, 2016 at 4:25 p.m.
By -
“We are excited to have Tom on the team,” said SYM CEO Jerry Yeager, “For over 30 years, SYM has successfully served physicians and private business owners on their 401(k) retirement plan needs. To maintain our leadership position we need talented and dedicated individuals like Tom with the knowledge and skills required to perform this work to our high standards.”
Ackmann brings more than 20 years of expertise, most recently as the top officer at Baden Retirement Plan Services in Fort Wayne where he managed the design and administration of more than 1,300 retirement plans. He graduated from Concordia University, is a former member of the Fort Wayne Estate Planning Council, and is a frequent speaker on a variety of pension issues.
Ackmann lives in Fort Wayne with his wife, Jen, and two daughters, Baylee and Reganne.
SYM Financial Advisors is one of the Midwest's largest independent, fee-only, fiduciary wealth management firms with more than $900 Million in assets under management. Headquartered in Winona Lake with offices in Indianapolis, South Bend and Midland, Mich., SYM Financial serves executives, private business owners, physicians, families and not-for-profit organizations. SYM delivers unique, goals-based portfolio management solutions and also provides their clients a low-cost and completely transparent, investor focused 401(k) solution.
For more information about SYM, call 800-888-7968 or visit www.sym.com[[In-content Ad]]
“We are excited to have Tom on the team,” said SYM CEO Jerry Yeager, “For over 30 years, SYM has successfully served physicians and private business owners on their 401(k) retirement plan needs. To maintain our leadership position we need talented and dedicated individuals like Tom with the knowledge and skills required to perform this work to our high standards.”
Ackmann brings more than 20 years of expertise, most recently as the top officer at Baden Retirement Plan Services in Fort Wayne where he managed the design and administration of more than 1,300 retirement plans. He graduated from Concordia University, is a former member of the Fort Wayne Estate Planning Council, and is a frequent speaker on a variety of pension issues.
Ackmann lives in Fort Wayne with his wife, Jen, and two daughters, Baylee and Reganne.
SYM Financial Advisors is one of the Midwest's largest independent, fee-only, fiduciary wealth management firms with more than $900 Million in assets under management. Headquartered in Winona Lake with offices in Indianapolis, South Bend and Midland, Mich., SYM Financial serves executives, private business owners, physicians, families and not-for-profit organizations. SYM delivers unique, goals-based portfolio management solutions and also provides their clients a low-cost and completely transparent, investor focused 401(k) solution.
For more information about SYM, call 800-888-7968 or visit www.sym.com[[In-content Ad]]
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