SYM logo white

Trading

A woman with straight, light brown hair is smiling. She is dressed in a light green blazer over a white top and is wearing a necklace with a pendant. The background features out-of-focus large windows, indicating an indoor setting with natural light.

Jordan Hofmann

June 30, 2023

Jordan Hofmann Jordan Hofmann Jordan is a Trader Jordan handles client trades and rebalancing. She has a knack for applying critical thinking when rebalancing portfolios.  She is a detail oriented, ambitious learner. And she loves the encouraging and helpful culture at SYM. Fort Wayne, IN jhofmann@sym.com Credentials Bachelor of Science in Finance – Purdue University, Fort Wayne, IN Jordan’s Words to Live By “Whatever you do, work at it with all your heart, as working for

Read More »
blonde short haired woman with glasses

Tami Lackey

January 24, 2022

Tami Lackey Lead Trader Tami has nearly three decades of experience working in the financial services industry and brings a specialty in trust operations.  She has a knack for cutting through complexity and finding the most efficient way to accomplish a task. She brings a creative and caring touch to all that she does. Winona Lake, IN tlackey@sym.com Credentials Bachelor of Arts in Sociology with a double concentration in Women and African-American Studies – Indiana

Read More »
A person with shoulder-length brown hair, wearing a purple cardigan and a black top, smiles at the camera. They have a gold necklace and are in front of a window, with blurred outdoor scenery in the background.

Natalie Deatsman

January 24, 2022

Natalie Deatsman Natalie Deatsman Trader I enjoy engaging with clients and getting to know them and their families. It is also great to be a part of the SYM family and see the benefits of true teamwork play out in the workplace as well as in a positive way for our clients. Midland, MI ndeatsman@sym.com Credentials Bachelor of Arts – DePauw University, Greencastle, IN Master of Business Administration – Davenport University, Grand Rapids, IN Financial

Read More »
bio photo of Deb Jones

Deb Jones

January 24, 2022

Deb Jones Deb Jones Deb is a Trader Deb handles client trades and rebalancing. She works closely with advisors in an effort to optimize portfolios. Deb has always marveled at how so many different personalities come together at SYM and seem to consistently find common ground. She values the family culture at SYM. Winona Lake, IN djones@sym.com Credentials Bachelor of Science in Finance – Ball State University, Muncie, IN Financial Paraplanner Qualified Professional ™ Deb’s

Read More »

Podcasts

CIO Corner

Topics

How can we help?

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

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

Let Us Help!

We’ll listen. Then advise on your next best steps toward financial clarity.

Call Us
Email Us

Who We Serve

What We Do

Insights

Contact us

Linkedin Facebook

* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

All Rights Reserved © 2022 SYM Financial Advisors

Careers Disclosures Privacy / Terms Form CRS Sitemap