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Kristen Watson

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Kristen Watson

Senior Financial Planner

Kristen is very intuitive and detail oriented. Her favorite part of the job is being able to combine her analytical and interpersonal skills. She loves how this job enables her to help SYM clients achieve their financial goals while being able to form relationships with them. She is grateful for a SYM culture that allows her to grow each and every day as a better person, professional, and coworker.

Credentials

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

CFP logo

CERTIFIED FINANCIAL PLANNER™

Community

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Small Group Leader at Warsaw Community Church

Kristen’s Words to Live By

“It’s not our job to play judge and jury, to determine who is worthy of our kindness and who is not. We just need to be kind, unconditionally and without ulterior motive, even – or rather, especially – when we’d prefer not to be.” Josh Radnor

Personal Pursuits

Kristen loves attending sporting events with friends and family, especially Purdue sporting events. She loves going to concerts, traveling, golfing, cooking, and reading. Summer is her favorite season because she enjoys being active outside walking on the Winona Lake trails, paddle boarding, being on the lake, or hanging out at the pool.

Get Kristen’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.