Octavian is a Financial Advisor. Get to know Octavian.

At SYM

Octavian loves utilizing his personal finance knowledge to create a customized financial plan that aligns with each client’s goals and values. His favorite part about working with SYM clients is getting to know each unique story. He respects that each story is different. Just as each story is unique, so is each person’s financial situation.

Credentials

Bachelor of Business Administration- Bethel College, Mishawaka, IN

College for Financial Planning

Chartered Retirement Plans Specialist Designation (CRPS) – College of Financial Planning

 

Accredited Investment Fiduciary Designation – Fi360

Community

Member, Bethel University Alumni Board

Octavian’s Words to Live By

Private victories precede public victories.

Personal Pursuits

Outside of working at SYM, Octavian enjoys watching sports, reading, playing pick-up soccer, spending time with family and friends and Taco Tuesdays with wife Kelly.  He is currently dedicated to earning his CFP® designation.