Julie Shepherd
Julie Shepherd
Principal and Client Service Manager
Julie has more than 13 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.
Credentials
Financial Paraplanner Qualified Professional ™
Community
Sponsor, Compassion International
Julie’s Words to Live By
God doesn’t call the qualified, He qualifies the called.
Personal Pursuits
Julie cherishes time spent with her children and grandchildren. In her free time, she enjoys her passion of helping people as a certified health coach.
Get Julie’s Help
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Warsaw work for you call 800-888-7968 or email info@sym.com.
