SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary in a dark red blouse stands with her hands clasped in front of her.

Val Schoch

Client Service Representative

Beginning work at age fifteen in the family restaurant business, Val developed useful skills in customer service and bookkeeping.  Working at a credit union provided valuable experience in the financial field, giving her a well-rounded perspective for serving SYM clients. 

Val enjoys working with others and meeting new faces.  She says she chooses to work at SYM for its strong ethics and structure.

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Jaguar mascot head above the text “IU INDY” in red, representing SYM Financial Advisors as a commission-free fiduciary.

Bachelor of Science in Accounting and Finance – Kelley School of Business, Indiana University, Indianapolis

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for the Financial Paraplanner Qualified Professional designation, representing the fiduciary standards upheld by SYM Financial Advisors.

Financial Paraplanner Qualified Professional™

Community

Logo for the St. Vincent de Paul Distribution Center, featuring a building silhouette surrounded by icons of a shirt, shoes, a chair, and a lamp, as viewed by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Donor and Volunteer

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo of a stylized house with a human figure inside and a tree with green leaves growing from the roof, above the text “Watch Us Farm,” a symbol for SYM Financial Advisors.

Volunteer

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for Holy Spirit Parish at Geist, Fishers, IN, featuring a stylized graphic of a bird in flight over water and sun rays.

Member and Volunteer

Val’s Words to Live By

If you’re going to do it, do it right.

Personal Pursuits

Outside of working at SYM, Val is a dedicated wife and mother with plans to become a Certified Public Accountant.