Mishawaka Office

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

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,

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