Stephen is a Financial Planner. Get to know Stephen.

At SYM

Coming from a background of client service, Stephen’s favorite part of his job is building relationships and providing peace-of-mind to his clients through the financial planning that he does for them.  He appreciates being part of a team that has a wealth of knowledge and a common goal to provide world-class service.

Credentials

Bachelor of Science in Management – Eli Broad College of Business, Michigan State University

Community

Member, Hiawatha Sportman’s Club

Stephen’s Words to Live By

It’s easy to have gratitude when everything is going right, but we need it most when times are the toughest.

(author unknown)

Favorite Book

Jurassic Park by Michael Crichton

Personal Pursuits

Stephen enjoys reading and spending time with family.  An outdoorsman, you may find him fishing, golfing, kayaking, hiking, skiing or riding (both motorcycles and bicycles).

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