Mishawaka Office

top half of young man standing in front of a brick wall with short brown hair in a blue suit coat

Seth Shetler

Seth Shetler Seth Shetler Client Service Representative Seth has a positive mindset and a heart for serving clients. He enjoys making connections with people from all walks of life.  Mishawaka, IN sshetler@sym.com Credentials Bachelor of Science in Finance – Southern New Hampshire University Favorite Book “Millionaire Mission” by Brian Preston  Personal Pursuits Professionally, I am pursuing a CFP® certification. I enjoy playing basketball, and any sport that keeps me active. I love fishing, hiking, and

Read More »
A woman with light brown hair smiles while standing indoors. She is wearing a dark blue blouse with various small, white designs and blue earrings. The background is softly lit with what appears to be a hallway or interior space.

Rachel Badowski

Rachel Badowski Rachel Badowski Trader The best part of my job is helping clients reach their goals by putting their money to work for them! 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 rbadowski@sym.com Credentials Associate in Applied Science in Baking & Pastry Arts – Johnson & Wales University, Providence, RI Bachelor of Science in Hospitality & Business Management

Read More »
man in a blue suit coat with white shirt and dark curly short hair

Octavian Sayumwe

Octavian Sayumwe Financial Advisor Octavian enjoys utilizing his personal finance knowledge to create a customized financial plan that aligns with each client’s goals and values. His favorite part about working with SYM clients is getting to know each unique story. He respects that each story is different. Just as each story is unique, so is each person’s financial situation and the planning that surrounds it. Mishawaka, IN osayumwe@sym.com   Book an in-person meeting with Octavian

Read More »
woman with reddish blonde long hair in a dark suit coat

Kristen Hendrickson

Kristen Hendrickson Kristen Hendrickson Financial Planner Kristen is organized and able to multi-task, helpful skills in the financial planning she customizes for clients. She enjoys working with SYM because she likes the client interaction. Kristen also appreciates that her colleagues have a genuine interest in and support of each other’s success and well-being, both in and outside of work. Mishawaka, IN khendrickson@sym.com Credentials Bachelor of Business Administration in International Business – Northwood University, Midland, MI

Read More »
A man with short dark hair and a beard is smiling at the camera. He is wearing a dark blazer over a striped dress shirt. The background is softly blurred, suggesting an indoor setting.

Jonathan Slocum

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,

Read More »
A woman with long, straight black hair is smiling at the camera. She is wearing a light pink top and dangling earrings. The background is softly blurred, featuring earthy tones with a hint of greenery in the back.

Jennifer Beagles

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

Read More »

How can we help?

This field is for validation purposes and should be left unchanged.