Fred is a Principal and Senior Financial Advisor.  Get to know Fred.

At SYM

I love the financial problem solving aspect of my work; it is what originally attracted me to the profession. Over time that has evolved into a deep appreciation for being a translator of financial issues as they relate to varying situations and individual biases and risk tolerances.

Winona Lake, IN

fhelfrich@sym.com

Credentials

Bachelor of Arts in Mathematics, Hanover College

CERTIFIED FINANCIAL PLANNER™

Community

Member, Board of Directors and Advocacy Chairman KCV Cycling Club

Committee Member, Fat & Skinny Tirefest

Fred’s Words to Live By

I’m never again going to do anything that I can’t explain to my neighbor.

Personal Pursuits

Being grandpa (he answers to “Poppi”) to seven grandchildren ranging from ages 21 to infant.