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 support to SYM’s qualified plan clients, including investment oversight, the monitoring of plan design, and sponsor/participant education.
SYM Financial Advisors is one of the Midwest’s largest independent wealth management firms with over $1.7 billion in assets under management. Headquartered in Winona Lake with offices in Fort Wayne, Indianapolis and South Bend, Indiana and Midland, Michigan, SYM Financial serves executives, private business owners, physicians, families and not-for-profit organizations.
The firm delivers unique, goals-based portfolio management solutions and also provides clients a completely transparent and investor focused 401(k) solution.
For more information about SYM, call (800) 888-7968 or visit www.sym.com.