Michael Syman Degler is a CFP® with 28 years of industry experience. He has worked at Farmers Insurance & Financial Services and Farmers Financial Solutions before joining Syman-Degler Group, LLC, where he has been since 2018. Syman-Degler Group, LLC advises individual and high-net-worth clients as well as employer plan sponsors and participants, providing portfolio management, financial planning, and assistance with IRAs and college-savings accounts. The firm operates on a non-discretionary basis, emphasizes mutual-fund allocations, and uses platforms such as American Funds and Charles Schwab to implement investments.

Paul Dunckel is a CFP® professional with five years of industry experience, currently serving at Syman-Degler Group, LLC since 2018. Prior to joining Syman-Degler Group, he worked for 17 years at Aronberg Goldgehn Davis & Garmisa. Syman-Degler Group advises individual and high-net-worth clients as well as employer-sponsored retirement plans, focusing on non-discretionary portfolio management and financial planning. The firm’s approach emphasizes mutual-fund allocations and offers ongoing reviews, with a team of three CFP® professionals.

Lucien Degler is a CFP® professional with eight years at Syman-Degler Group, LLC and five years of industry experience. Prior to joining the firm, he was a stay-at-home parent for three years. Syman-Degler Group, LLC serves individual and high-net-worth clients as well as employer plan sponsors, providing portfolio management, financial planning, and retirement account assistance on a non-discretionary basis with regular client approvals and reviews. The firm emphasizes mutual fund allocations and uses platforms such as Charles Schwab and RecordkeeperDirect® to support client-directed investment decisions.