Retirement Plan Advisor
International Business College, Fort Wayne IN
I came to SYM in early 2015 as a Retirement Plan Advisor, having worked in the retirement plan industry for 28+ years. I have a wide range of experience in advisory, accounting and oversite roles, with a particular focus on the administrative aspect of retirement plans. My role with SYM consists of providing support and guidance within a team framework to SYM’s qualified plan clients throughout the region.
Volunteer, Mustard Seed Furniture Bank
I'm a hot weather person, so I'd prefer to be anywhere warm (and under 85° is freezing). Though my husband and I love entertaining friends and family all year long, our warm-weather backyard makes entertaining in the summer that much more enjoyable. We are delighted to watch everyone swim in the pool, fish in the pond, or just play yard games. We cherish the simple moments of sitting with our feet in the pool and catching up with family or friends, and we look forward to having our four grandkids spend the weekend with us.
I also enjoy golfing with my husband, following the NFL, and oddly enough, I love, love, love, spending the 4 hours it takes to cut my lawn. I call it "me, God, and my iPod time.” The neighbors, on the other hand, call it “bad karaoke day.”
JAMIE’S WORDS TO LIVE BY
On my wedding day, my grandmother gave me this advice: "Be honest with each other, respect each other, and love will continue to follow naturally."
Fort Wayne, IN