WARSAW — SYM Financial Advisors is pleased to announce the promotion of Tami Hartman, FPQPTM, to the role of lead trader and that Shane Bradley has earned his Master’s Degree.
Hartman joined SYM in 2014 and a Client Service Representative and earned the Client First Service Award in 2017.
Bradley recently earned a Master’s Degree in financial planning from the College for Financial Planning. Bradley is a 2014 graduate of Grace College in Winona Lake and joined SYM the same year.
SYM Financial Advisors is one of the Midwest’s largest independent wealth management firms with $2.4 billion in assets under management. Headquartered in Winona Lake, Indiana with offices in Fort Wayne, Indianapolis, and South Bend and Midland, Mich. SYM Financial serves executives, private business owners, physicians, families and not-for-profit organizations. The firm delivers unique, goals-based portfolio management solutions and provides clients a completely transparent and investor-focused 401(k) solution.
For additional information, please call (800) 888-7968 or visit www.sym.com.