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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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Jennesa Schweinsberg

January 24, 2022

Jennesa Schweinsberg Jennesa Schweinsberg Senior Client Service Representative Jennesa studied at Saginaw Valley State University and is actively involved with the Bay County Humane Society and Sheltered Angels Animal rescue. She takes pride in being organized, detail oriented and giving 110% to every task that she performs. Jennesa and her husband Erik live in Bay County and enjoy spending time fishing at their cabin. Midland, IN jschweinsberg@sym.com Credentials Saginaw Valley State University – Marketing &

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Jamie Mitchell

January 24, 2022

Jamie Mitchell Jamie Mitchell Retirement Plan Advisor Jamie joined SYM in early 2015 as a Retirement Plan Advisor. Having worked in the retirement plan industry for over 30 years, she has a wide range of experience in advisory, accounting and oversight roles, with a particular focus on the administrative aspect of retirement plans. She provides support and guidance within a team framework to SYM’s qualified plan clients throughout the region. Fort Wayne, IN jmitchell@sym.com Credentials

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James Gallagher

January 24, 2022

James Gallagher James Gallagher James is a Financial Analyst. As a Financial Analyst at SYM, James performs investment committee research at the direction of the CIO. He has a special knack for approaching problems in a methodical and diligent way, and brings this attribute to his work. The thing he loves most about his job is diving deep into financial data and research, knowing that it will ultimately help clients to lead more fulfilling and

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Hannah Eckert

January 24, 2022

Hannah Eckert Hannah Eckert Financial Planner A determined and detail-oriented professional, Hannah brings a positive attitude to her work. She works with advisors to construct financial plans for clients.  Hannah enjoys being part of a team that makes a meaningful impact by providing ongoing financial support at all stages of life.  She loves the helpful drive that she and her colleagues share Fort Wayne, IN heckert@sym.com Credentials Bachelor of Science – Butler University, Indianapolis, IN

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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

(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

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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