SYM FINANCIAL ADVISORS WELCOMES BLACK AND SLOCUM AS PARTNERS
SYM Financial Advisors is pleased to welcome Kris Black, CPA and Jonathan Slocum, CFP®, as its newest partners.
Black serves as SYM’s Chief Financial Officer. She earned a Bachelor of Science in business accounting from Indiana University Bloomington and is a Certified Public Accountant. She joined SYM in 2012. Black is a member of the Indiana CPA Society and the American Institute of Certified Public Accountants.
Slocum joined SYM in 2012 and earned the designation of Certified Financial Planner in 2015. He holds a BBA from William Tyndale College in Farmington Hills, Michigan. Slocum is active with the Economic Club of Michiana. He works as a Senior Financial Advisor.
Black and Slocum join a group of twelve SYM partners.
SYM Financial Advisors is a Registered Investment Advisor and fiduciary based in Winona Lake, Indiana, with offices in Winona Lake, South Bend, Carmel and Fort Wayne, Indiana and Midland, Michigan. The employee-owned firm celebrated its 50th anniversary in 2018.
SYM manages over $2.4 billion in assets for clients throughout the United States. The firm specializes in planning-based wealth and portfolio management for corporate executives, healthcare professionals, business owners, and retirees. SYM’s Employer-Sponsored Retirement Plan team works directly with corporations and their leadership to provide cost-effective and impactful retirement programs for employees. For more information, visit the website or email info@SYM.com.