Jonathan is a Financial Advisor.

Get to know Jonathan.

At SYM

Jonathan joined SYM Financial Advisors in 2000. He enjoys meeting with clients to better understand their financial needs and bring SYM’s best thinking to their financial lives. Jonathan takes a no-nonsense approach to the work he performs for his clients. He focuses on building genuine relationships in order to provide clear, realistic financial direction.

Credentials

Bachelor of Science in Environmental Affairs with concentrations in Economics and Finance – Indiana University, Bloomington, IN

Community

Sponsor, Great Banquet Community

Member, Multi-Ethnic Committee and Worship Team, Common Ground Church

Personal Pursuits

Jonathan and his wife, Dana, have two young boys and enjoy opportunities to coach and play sports with the boys. Together with his wife, he finds ways to use music to serve their church and other organizations.

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Indianapolis work for you call 800-888-7968 or email info@sym.com.