At SYM Financial Advisors, our relationships with our clients are the driving force of our business. An independent, fee-based Registered Investment Advisory (RIA) firm, we provide full-service wealth management, portfolio management, and retirement plan management services to our valued clients throughout the United States. To deliver the highest possible level of customer service, our trusted advisors are located in five offices across the region. Contact us to explore how we can help you achieve uncommon results.
New South Bend Office Location: Leighton Plaza Office Building, 130 S. Main St, Suite 325, South Bend.
Kris joined SYM in 2014 as Office Manager, 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.