Glen Schroering

Glen, a man smiling at his desk

Glen Schroering

Client Service Representative

Glen has years of customer service experience. He finds satisfaction in minding the details in building relationships and helping clients reach their goals. Glen appreciates SYM’s emphasis on personalized service and that SYM serves as a fiduciary for all clients.

Credentials

Logo of Purdue University, featuring the word "Purdue" in black, bold uppercase letters and "University" in smaller, uppercase letters below it, with both words set against a white background and including the iconic gold "P" beside the words

Bachelor of Science in Economics with concentration in Finance – Purdue University, West Lafayette, IN

A logo with a black and white color scheme, featuring the text "Financial Paraplanner" at the top. Below, the large letters "FP" are displayed, followed by "QP" in the bottom half. The text "Qualified Professional" is at the bottom.

Financial Paraplanner Qualified Professional™

Glen's Words to Live By

“Act now, so that in years from now, when you look back at this moment, you can say this was a moment that mattered – this was a day of determination.” – Neal Maxwell

Personal Pursuits

Outside of work, Glen and his wife Jullianna prioritize spending much of their time visiting family both in Indianapolis and Warsaw, Indiana. Additionally, they enjoy attending sporting events, musicals, and concerts. Glen is a passionate sports fan and supports the Colts, Pacers, and most importantly, the Purdue Boilermakers.