Julie is the Client Service Manager.

Get to know Julie.

At SYM

Julie has more than 13 years of experience in the Client Service Representative role and now manages the client service team across its five offices. Her favorite part of the job is focusing on the SYM client experience. She thrives on serving uncommonly well. She has a genuine heart for servanthood and feels that SYM is a special kind of family that lives this value.

Credentials

Financial Paraplanner Qualified Professional ™

Community

Sponsor, Compassion International

Julie’s Words to Live By

God doesn’t call the qualified, He qualifies the called.

Personal Pursuits

Julie cherishes time spent with her husband, children and grandchildren. She enjoys living the lake life with relaxing boat rides alongside friends and neighbors. In her free time, she enjoys her passion of helping people by being a certified health coach.

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 Warsaw work for you call 800-888-7968 or email info@sym.com.