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Mishawaka Office

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Rachel Badowski

June 15, 2023

Rachel Badowski Rachel Badowski Client Service Representative The best part of my job is interacting with clients and being able to help them in any way I can. My favorite part about working with my SYM colleagues is that everyone is willing to help, and everyone celebrates one another’s successes. Mishawaka, IN rbadowski@sym.com Credentials Associate in Applied Science in Baking & Pastry Arts – Johnson & Wales University, Providence, RI Bachelor of Science in Hospitality

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Octavian Sayumwe

January 24, 2022

Octavian Sayumwe Financial Advisor Octavian enjoys utilizing his personal finance knowledge to create a customized financial plan that aligns with each client’s goals and values. His favorite part about working with SYM clients is getting to know each unique story. He respects that each story is different. Just as each story is unique, so is each person’s financial situation and the planning that surrounds it. Mishawaka, IN osayumwe@sym.com Book an in-person meeting with Octavian Book

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Kristen Hendrickson

January 24, 2022

Kristen Hendrickson Kristen Hendrickson Financial Planner Kristen is organized and able to multi-task, helpful skills in the financial planning she customizes for clients. She enjoys working with SYM because she likes the client interaction. Kristen also appreciates that her colleagues have a genuine interest in and support of each other’s success and well-being, both in and outside of work. Mishawaka, IN khendrickson@sym.com Credentials Bachelor of Business Administration in International Business – Northwood University, Midland, MI

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Jonathan Slocum

January 24, 2022

Jonathan Slocum Jonathan Slocum Principal and Senior Financial Advisor Jonathan is the Michiana Area Leader and a senior financial advisor. He takes an honest, direct approach to financial planning and helps clients include charitable gifting strategies into their overall planning. Jonathan is particularly skilled at directing executives with deferred compensation elections, stock options and restricted stock. He is honored to be a fiduciary to his clients; it is a responsibility that he takes seriously. Mishawaka,

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Jennifer Beagles

January 24, 2022

Jennifer Beagles Jennifer Beagles Senior Client Service Representative The best part of my job is interacting with clients and being able to help them in any way I can. My favorite part about working with my SYM colleagues is that everyone is willing to help, and everyone celebrates one another’s successes. Mishawaka, IN jbeagles@sym.com Credentials Bachelor of Science in Financial Planning and Counseling – Purdue University, West Lafayette, IN Financial Paraplanner Qualified Professional™ Jennifer’s Words

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Evan Stark

January 24, 2022

Evan Stark Evan Stark Evan is a Financial Advisor. Evan came to SYM with an extensive knowledge of 401(k) products, insurance, tax returns, and an enjoyment of helping individuals and business owners make working capital and purchase decisions. His favorite part of his role at SYM is being able to apply creativity and collaboration to complex problems in order to deliver value to clients.   Mishawaka, IN estark@sym.com Book an in-person meeting with Evan Book

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Fort Wayne, IN 46804

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801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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