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.

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 Indiana University Bloomington. She was recently promoted …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 the Indiana CPA Society. Todd graduated from …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 of companies and local CPA firms. She …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 Gallagher joined SYM as a Financial Analyst. …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 advisors can thrive and are empowered to …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 companies enjoy the opportunity to celebrate such …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 full time in 2014 as a client …read more.

WARSAW — SYM Financial Advisors is pleased to announce the promotion of Brandon Stewart, CFP® to associate financial advisor. Stewart joined SYM in May of 2013 as a Client Service Representative and was promoted to the role of Financial Paraplanner in 2015. He is a 2013 graduate of Indiana University Purdue University Fort Wayne with …read more.

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 Financial Planner™ and CFP® certification marks in …read more.

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 manager, she continues to support individual clients …read more.

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, CFP and Vice President at SYM Financial Advisors, …read more.

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, a registered investment advisory firm managing $1.8 …read more.

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 experience,” said Coleman. “The research he conducts …read more.

By KIM HARVEY
Director of Marketing, SYM Financial Advisors

WARSAW — SYM Financial Advisors is pleased to announce the promotion of Jonathan Slocum to Financial Advisor.

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 the organization: serving clients uncommonly well and …read more.

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 to congratulate Rick Harrison as the recipient …read more.

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.

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 …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.

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® marks identify those individuals who have met …read more.

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. She holds a Bachelor of Science in …read more.

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 Government and Legal Studies from Bowdoin College …read more.

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 firm with 35 employees, ranks among the …read more.