SYM logo

Julie Shepherd

Julie Shepherd

Principal and Client Service Manager

Julie has more than 13 years of experience in the Client Service Representative role and now manages the client service team across its five offices.

Her favorite part of the job is focusing on the SYM client experience. She thrives on serving uncommonly well. She has a genuine heart for servanthood and feels that SYM is a special kind of family that lives this value.



Financial Paraplanner Qualified Professional ™



Sponsor, Compassion International

Julie’s Words to Live By

God doesn’t call the qualified, He qualifies the called.

Personal Pursuits

Julie cherishes time spent with her children and grandchildren. In her free time, she enjoys her passion of helping people as a certified health coach.

Get Julie’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 Warsaw work for you call 800-888-7968 or email