Tag: jonathan Slocum
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 joined SYM in 2012. Black is a …read more.
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 2012 serving the financial needs of corporate …read more.

