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800 888-7968

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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.

Winona Lake, IN

jshepherd@sym.com

Credentials

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Financial Paraplanner Qualified Professional ™

Community

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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.

Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

How Can We Help?

Learn More

It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
Start Here
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