Kokomo, IN Office

Frederick Matthes is a financial advisor at Sycamore Financial Group in Kokomo, IN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at CareerWise USA, Amazon Inc, Matthes Dental, and involvement with the University of Illinois Champaign-Urbana Gies School of Business. He has also contributed to the Indiana University Kokomo student newspaper. Sycamore Financial Group serves individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts, often working with closely held businesses. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, focusing on fundamental analysis and proprietary model portfolios with a long-term investment orientation.

Craig Smith is a financial advisor at Sycamore Financial Group with 51 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Sycamore Financial Group since 1983, following earlier experience at K.J. Brown & Co. Inc. outside of his advisory role, he is involved in agricultural activities as a member of a family grain farming LLC. Sycamore Financial Group provides portfolio management, financial planning, and pension consulting to individuals, corporations, pension plans, and other institutional clients. The firm manages approximately $787 million across more than 1,100 client relationships, using a bottom-up investment approach and proprietary model portfolios tailored to client goals and risk tolerances.

Brent Yard Jr. is a CFP® professional at Sycamore Financial Group with nine years of industry experience. He has been with Sycamore since 2016 and previously worked at Indiana University for four years. Sycamore Financial Group provides portfolio management, financial planning, and pension consulting to individuals—including high-net-worth clients—as well as corporations, pension plans, and other institutional clients. The firm manages approximately $787 million across more than 1,100 client relationships and employs a fundamental, bottom-up investment approach with proprietary model portfolios tailored to client goals and risk tolerance.