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Mishawaka Office

Josh McDaniel

Josh McDaniel Josh McDaniel Client Service Representative Josh brings attention to detail, determination, and the desire to help others. He possesses a level of  understanding that all things are connected and that an individual’s financial health can be key to finding happiness and health in other aspects of their life. He hopes that in helping people achieve their goals, they feel empowered to do the same for others.  Mishawaka, IN jmcdaniel@sym.com Credentials Bachelor of Science

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Octavian Sayumwe

Octavian Sayumwe Financial Advisor Octavian loves 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. Mishawaka, IN osayumwe@sym.com Credentials Bachelor of Business Administration- Bethel College, Mishawaka, IN Chartered Retirement Plans SpecialistSM

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Kristen Hendrickson

Kristen Hendrickson Kristen Hendrickson Financial Planner/Trader Kristen is organized and able to multi-task, both helpful skills in client service and in her role on the trading team. 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 –

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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,

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Jennifer Beagles

Jennifer Beagles Jennifer Beagles 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 to

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Evan Stark

Evan Stark Evan Stark Evan is a Financial Advisor. Evan came to SYM with an extensive knowledge of 401(k) products, insurance, tax returns, and an enjoyment of helping individuals and business owners make working capital and purchase decisions. His favorite part of his role at SYM is being able to apply creativity and collaboration to complex problems in order to deliver value to clients.   Mishawaka, IN estark@sym.com Credentials B.S. Finance Indiana University South Bend

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