Fort Wayne Office Archives - Page 4 of 4 - SYM Financial Advisors -

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

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

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

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

Ethan Brown

January 24, 2022

Ethan Brown Ethan Brown Financial Advisor. My favorite part of my role at SYM is the satisfaction I get from helping clients work towards reaching their goals. Navigating the winding path to retirement is difficult and overwhelming at times; my goal is to make the client’s journey more comfortable, so they can be confident in their actions and decisions. I am energized when building relationships with clients knowing that these relationships will last a lifetime.

Andy Popenfoose

January 22, 2022

Andy Popenfoose Principal and Chief Investment Officer. In his role as Chief Investment Officer, Andy draws from experience in communicating with individuals from varied backgrounds. Prior to working with SYM, Andy lectured courses in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business, contributed research to expert testimonies heard by congressional boards and in several of our nation’s largest financial court cases, and was awarded the Bronze Star Medal in Operation Iraqi

Fort Wayne Office

Kris Black

Jamie Mitchell

James Gallagher

Hannah Eckert

Ethan Brown

Andy Popenfoose

Podcasts

CIO Corner

Topics

Life Events

How can we help?

Let’s Talk

Warsaw, IN

Indianapolis, IN

Midland, MI

Mishawaka, IN

Fort Wayne, IN

Learn More

Who We Serve

What We Do

Insights

Contact us