Julie Wiegand

WARSAW  — SYM Financial Advisors is pleased to announce the promotion of Julie Wiegand to client service manager.

Wiegand joined SYM in 1999 and until 2002 worked as plan service associate, then rejoined the firm in 2007 as a client service representative. In her role as client service manager, she continues to support individual clients while also leading the efforts of SYM’s service team.

Wiegand and her husband, George, live in Warsaw. She holds the designation of 4egistered paraplanner, which requires mastery in the study of the financial planning process, its various disciplines, concepts and terminology.