Mary Pat is a Financial Advisor.
Get to know Mary Pat.


Mary Pat is a wealth of knowledge. Her background in managing trusts, estates, guardianships and charitable foundations makes her a valuable member of the SYM team. She uses an honest, caring and direct approach to serving her clients.


Associate Degree – Holy Cross College, Notre Dame, IN

Paralegal Certification – Indiana University, South Bend, IN


Vice President, Past President, Board of Directors, The Excel Center of Goodwill Industries

Past Member and President, Board of Directors, South Bend Museum of Art

Past Member, Investment Committee, Boy Scouts LaSalle Council

Mary Pat’s Words to Live By

If you want peace work for justice.

– Pope Paul VI

Personal Pursuits

Mary Pat devotes some of her leisure time to genealogy research. She enjoys reading, particularly biographies and history, and is an avid sports fan. A native of South Bend, she has four sons and seven grandchildren.

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 Mishawaka work for you call 800-888-7968 or email