Kristen is a Senior Client Service Representative and Trader.

Get to know Kristen.

At SYM

Kristen is organized and able to multi-task, both helpful skills in client service and in her role on the trading team. She enjoys working with SYM because she likes the client interaction. Kristen also appreciates that her colleagues have a genuine interest in and support of each other’s success and well-being, both in and outside of work.

Credentials

Bachelor of Business Administration in International Business – Northwood University, Midland, MI

Master of Business Administration – Northwood University DeVos Graduate School, Midland, MI

Financial Paraplanner Qualified Professional ™

Community

Supporter, World Wildlife Fund

Supporter, National Kidney Foundation

Kristen’s Words to Live By

The only person you should strive to be better than is the person you were yesterday.

Personal Pursuits

Kristen is pursuing her goals of learning at least two other languages, traveling throughout Europe, and mastering crochet. She enjoys reading and wine tasting (often at the same time) and spending time with family and friends.

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