Warsaw Schools Celebrates Second Year Of Partnership With SYM Financial Advisors
Warsaw Community Schools recognized SYM Financial Advisors during a combined school board meeting on Sept. 18.
Read MoreWarsaw Community Schools recognized SYM Financial Advisors during a combined school board meeting on Sept. 18.
Read MoreWarsaw Community Schools is celebrating its second year of partnership with SYM Financial Advisors.
Read MoreSYM Financial Advisors welcomes Keith Beers, who recently joined SYM as a manager of financial planners and financial advisor.
Read MoreSYM Financial Advisors announced recently that Valerie (Messmore) Sausaman has recently joined the company as a client service representative.
Read MoreWarsaw Community Schools has announced a five-year partnership with SYM Financial Advisors to cover the cost of all-sport passes for all 9th-12th grade Warsaw Community High School students.
Read MoreThe famous Habitat for Humanity Women Build is coming to Kosciusko County this summer.
Read MoreHabitat for Humanity of Kosciusko County would like to recognize SYM Financial Advisors and their recent gift toward four new computers for Habitat’s ReSale Outlet and office staff.
Read MoreShane Bradley Given SYM’s Client-First Service Award WINONA LAKE — SYM Financial Advisors announced Shane Bradley, CFP, MS, as the recipient of SYM’s Client-First Service Award. Each year, the Client-First Service Award recognizes a single member of SYM’s team for exemplifying the core values that drive the success … Read More
WINONA LAKE — SYM Financial Advisors is pleased to welcome Kris Black, CPA, and Jonathan Slocum, CFP, as its newest partners. Black serves as SYM’s Chief Financial Officer. She earned a Bachelor of Science in business accounting from Indiana University Bloomington and is a certified public accountant. She … Read More
WARSAW — SYM Financial Advisors is pleased to announce Kris Black, CPA, as the recipient of SYM’s annual President’s Award. SYM’s Board of Directors presents this prestigious award annually to the company’s “most valuable player.” Black joined SYM in 2012 and holds a Bachelor of Science degree from … Read More
KOSCIUSKO — SYM Financial Advisors extends a warm welcome to Scott Soptick, CPA; and Tyler Todd. Soptick recently joined SYM as a financial planner, and Todd recently joined as a compliance/operations specialist. Soptick graduated from Kansas State University with a Master of Accountancy. He is a member of … Read More
WARSAW — Registered investment advisory firm SYM Financial Advisors is pleased to announce the promotion of Kris Black to chief financial officer. Black joined SYM in January 2012. Prior to her work at SYM she was self-employed in her own practice, serving the general tax and accounting needs … Read More
WINONA LAKE — SYM Financial Advisors extends a warm welcome to Jodie Wolfe, James Gallagher and Gabriella Tucker. Tucker holds a Bachelor of Arts in Journalism from Indiana University Bloomington and works as an Associate Financial Advisor. James … Read More
KOSCIUSKO — SYM Financial Advisors is thrilled to announce that it was recognized by InvestmentNews as one of 2018’s “Best Places to Work for Financial Advisors” in a first-of-its-kind list for the financial advice industry. “InvestmentNews is pleased to introduce our readers to firms with supportive cultures where … Read More
KOSCIUSKO — SYM Financial Advisors, headquartered in Winona Lake, with offices in Fort Wayne, Carmel, South Bend and Midland, Mich., reached a landmark in 2018 by celebrating 50 years since the company’s founding. “On the occasion of SYM’s 50th anniversary, we take pause to reflect on how few … Read More
WARSAW — Shane Bradley, client service representative at SYM Financial Advisors, 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. Bradley interned with SYM prior to joining the company … Read More