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Nick Gray

January 24, 2022

Nick Gray Retirement Plan Advisor Nick enjoys developing relationships through thoughtful service to plan sponsors, and advice/education to retirement plan participants. He has more than 23 years of industry experience helping business owners and their employees plan and save for retirement. Fort Wayne, IN ngray@sym.com Credentials Bachelor of Science – Purdue University School of Management and Business, Fort Wayne, IN Community Member, School Board, Bishop Dwenger High School Member, Board, Northeast Indiana Human Resources Association

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Natalie Deatsman

January 24, 2022

Natalie Deatsman Natalie Deatsman Trader I enjoy engaging with clients and getting to know them and their families. It is also great to be a part of the SYM family and see the benefits of true teamwork play out in the workplace as well as in a positive way for our clients. Midland, MI ndeatsman@sym.com Credentials Bachelor of Arts – DePauw University, Greencastle, IN Master of Business Administration – Davenport University, Grand Rapids, IN Financial

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Michelle Hipskind

January 24, 2022

Michelle Hipskind Michelle Hipskind Principal and Financial Advisor My skills include experience and passion for translating complex information and ideas into something that is digestible, understandable, and meaningful to varied audiences. I love to teach and have been a member of Ivy Tech adjunct staff and conducted many financial seminars for women. Fort Wayne, IN mhipskind@sym.com Book an in-person meeting with Michelle Book a virtual meeting with Michelle Click here to learn about the Women’s

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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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Kris Black

January 24, 2022

Kris Black Kris Black Principal and Chief Financial Officer Kris is responsible for all matters related to corporate finance, HR, facilities management, and IT oversight. Kris started her career as a certified public accountant in the Fort Wayne, Indiana office of Baden, Gage and Schroeder. She moved on to create an independent accounting and bookkeeping practice, which then led her to SYM, at that time her client. “What attracted me to SYM was the high

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Sarah Delahanty

January 24, 2022

Sarah Delahanty Sarah Delahanty Principal, Senior Financial Advisor Sarah is a Senior Financial Advisor and also the Midland Office Area Leader. She says, “I love what I do. My job is one part relationships, one part problem solving. For me, that’s the best of both worlds!” You can count on Sarah to provide independent, conflict-free advice because she serves clients as a fiduciary. This distinction means she works in their best interest, not hers. She

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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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