Sheila is a Retirement Plan Specialist.

Get to know Sheila.

At SYM

For 13 years, Sheila worked with SYM in a Third-Party Administer role and in 2014 she began her current job as retirement plan consultant. Sheila’s responsibilities include compliance testing, government reporting, and oversight of qualified plan record keeping systems.

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

Personal Pursuits

Sheila loves spending time with her husband, Bert, and their three children: Karissa, Braxton, and Kendall.