Our Team

Shane Bradley, CFP® 

Financial Paraplanner
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CREDENTIALS
CERTIFIED FINANCIAL PLANNER™

Bachelor of Arts in finance, financial planning and business administration – Grace College, Winona Lake, IN

 

At SYM  
Shane has an analytical mind with a strength for remaining calm amidst challenges.  He has a knack for solving problems using a thoughtful, methodical approach. He applies this approach to his position in client service. He also uses this gift in his work in keeping the firm’s technology working at optimal level to support SYM’s business processes.  It is no surprise that Shane says that his favorite part of his job is “problem solving; both quantitative and qualitative.”

 

COMMUNITY
Budget Counselor, Mission Point Community Church
Volunteer, K-4th Grade Ministry, Mission Point Community Church

 

PERSONAL PURSUITS
Shane has a passion for archery and hunting and has some interesting tales of his adventures.  He enjoys the outdoors in general and spending it with his wife, Marie.  Shane is currently studying to become a CERTIFIED FINANCIAL PLANNER™.

 

HOME OFFICE
Winona Lake, IN