SYM Financial Advisors Recognizes Stoddard, Welcomes Cale

WARSAW — Kaleigh Stoddard of SYM Financial Advisors recently earned the Certified Financial Planner designation and SYM Financial Advisors welcomed Sydney Cale to the team. Kaleigh Stoddard CFP®, Financial Paraplanner with SYM Financial Advisors, has been authorized by the Certified Financial Planner Board of Standards to use the Certified … Read More

SYM Promotes 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 … Read More

SYM Financial Advisors named a Bicycle Friendly Business

Winona Lake, IN – The League of American Bicyclists recognized SYM Financial Advisors with a Bronze Bicycle Friendly Business  award, joining an elite group of 1,197 local businesses, government agencies and Fortune 500 companies in 49 states and Washington, D.C., that are transforming the American workplace. Fred Helfrich, … Read More

SYM Financial Advisors Announces Relocation

FORT WAYNE — Four years after opening a Fort Wayne office location, Winona Lake based SYM Financial Advisors is announcing a move to a larger space. The new location is within their existing building, across the lobby from the current location at 7030 Pointe Inverness Way. For SYM Financial, … Read More

SYM Financial Promotes Popenfoose

By KIM HARVEY Director Of Marketing, SYM Financial Advisors WINONA LAKE — Registered Investment Advisory firm SYM Financial Advisors announced the promotion of Andy Popenfoose to chief investment officer. The announcement was made by Rod Coleman, SYM Financial president. “Andy joined SYM with a great deal of industry … Read More

SYM Financial Announces Service Award Recipient

By KIM HARVEY Director of Marketing, SYM Financial Advisors WINONA LAKE — SYM Financial Advisors announced the recipient of SYM’s 2015 Client First Service Award. Each year, the Client First Service Award recognizes a single member of SYM’s team for exemplifying the core values driving the success of … Read More

SYM Financial Announces 2016 Award Recipient

By KIM HARVEY Director of Marketing, SYM Financial Advisors WINONA LAKE — SYM Financial Advisors announced the recipient of the 2016 President’s Award Wednesday, Jan. 20. SYM’s board of directors presents this award annually to the company’s “most valuable player.” “In recognition of his actions, attitude, performance and impact, I’m pleased … Read More

Creekmore Earns MBA From IU Doermer Graduate School of Business

WINONA LAKE — SYM Financial Advisors congratulates Crystal Creekmore, RP, MBA, for earning a master’s degree in business administration from the Indiana University’s Doermer Graduate School of Business.

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Jamie Mitchell Joins SYM Financial Advisors

By KIM HARVEY SYM Financial Advisors SYM Financial Advisors announces the addition of Jamie Mitchell to our team as a retirement plan advisor. Mitchell most recently worked as Employee Benefits Manager at Baden Retirement Plan Services and Ascensus Consulting. In her role with SYM, Mitchell will provide comprehensive … Read More

Jonathan Slocum Of SYM Financial Earns CFP Designation

Jonathan Slocum, associate advisor with SYM Financial Advisors in Winona Lake, has been authorized by the Certified Financial Planner Board of Standards to use the Certified Financial Planner and CFP certification marks in accordance with board certification and renewal requirements. Slocum has worked at SYM since July of … Read More

SYM Financial Employee Attains Certification

SYM Financial Advisors congratulates Sarah Delahanty on attaining Certified Financial Planner™ (CFP®) certification. Sarah has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. The CFP® … Read More

Peugh Joins Sym Financial

SYM Financial Advisors is pleased to announce that Rhonda Peugh has joined the firm serving as a Client Service Representative. Rhonda has 20 years of previous experience including SYM Financial, serving as treasurer of Valley Springs Fellowship, and most recently with the main office of Jefferson Elementary School. … Read More

Sym Financial Announces New Service Team Member

SYM Financial Advisors is pleased to announce that Karen Thomas has joined the firm, serving as Client Relationship Coordinator for the Midland group. Karen has over fifteen years of professional business experience, serving both internal and external clients. She earned a Bachelor of Arts degree in Sociology and … Read More

SYM Financial Reaches $1 Billion Milestone

SYM Financial Advisors, an independent investment advisory firm based in Winona Lake, has reached the milestone of $1 billion in assets under management.According to the Schwab 2010 RIA Benchmarking Study, only two percent of independent investment firms reach the level of $1 billion in AUM. SYM, a small … Read More