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Jennifer Beagles

Jennifer Beagles

Client Service Representative

The best part of my job is interacting with clients and being able to help them in any way I can. My favorite part about working with my SYM colleagues is that everyone is willing to help, and everyone celebrates one another’s successes.

Credentials

Purdue_University-Sym

Bachelor of Science in Financial Planning and Counseling – Purdue University, West Lafayette, IN

FPQP

Financial Paraplanner Qualified Professional™

Jennifer’s Words to Live By

“If not now, then when?”

Personal Pursuits

Jennifer’s goal is to earn her Certified Financial Planner® credentials and become an advisor. In her free-time she enjoys playing with her goldendoodle puppy, spending time with family and friends, and being outdoors.

Get Jennifer’s Help

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