Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Julie Shepherd

A smiling woman with shoulder-length blonde hair is sitting on a chair. She is wearing a black and white outfit, including a black cardigan, white shirt, and multiple pearl necklaces. She also has large white earrings, a beaded bracelet, and an Apple Watch.

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.


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 ™


A logo featuring a stylized blue figure with outstretched arms and legs. Below it, a smaller similar figure appears. Text reads: "Releasing children from poverty. Compassion in Jesus' name.

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 info@sym.com.