Our Team

 

Julie Wiegand, FPQP™   

Client Service Manager
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CREDENTIALS 
Financial Paraplanner Qualified Professional

 

At SYM  
Julie has more than 10 years of experience in the Client Service Representative role and now manages the client service team across its five offices. Her favorite part of the job is focusing on the SYM client experience. She thrives on serving uncommonly well. She has a genuine heart for servanthood and feels that SYM is a special kind of family that lives this value.

 

COMMUNITY

Active in church, Grace Community Church

Sponsor, Compassion International

 

PERSONAL PURSUITS 

Julie cherishes time spend with her husband, children and grandchildren. She enjoys relaxing boat rides with friends and neighbors.

 

JULIE’S WORDS TO LIVE BY
God doesn’t call the qualified, He qualifies the called.

 

HOME OFFICE
Winona Lake, IN