SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary wearing a dark top and a mauve cardigan.

Natalie Deatsman

January 24, 2022

Natalie Deatsman Natalie Deatsman Trader I enjoy engaging with clients and getting to know them and their families. It is also great to be a part of the SYM family and see the benefits of true teamwork play out in the workplace as well as in a positive way for our clients. Midland, MI ndeatsman@sym.com @natalie-deatsman-13b7b1233 Credentials Bachelor of Arts – DePauw University, Greencastle, IN Master of Business Administration – Davenport University, Grand Rapids, IN

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A professional headshot of a SYM Financial Advisors woman smiling, wearing a pink blazer and a layered silver necklace.

Michelle Hipskind

January 24, 2022

Michelle Hipskind Michelle Hipskind Principal and Financial Advisor My skills include experience and passion for translating complex information and ideas into something that is digestible, understandable, and meaningful to varied audiences. I love to teach and have been a member of Ivy Tech adjunct staff and conducted many financial seminars for women. Fort Wayne, IN mhipskind@sym.com @michelle-hipskind-cfp%C2%AE-04376621 Click here to learn about the Women’s Initiative Michelle leads this carefully curated program to educate a tribe

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A professional portrait of a smiling SYM Financial Advisors representative wearing a blazer and striped button-down shirt.

Jonathan Slocum

January 24, 2022

Jonathan Slocum Jonathan Slocum Principal and Senior Financial Advisor Jonathan is the Michiana Area Leader and a senior financial advisor. He takes an honest, direct approach to financial planning and helps clients include charitable gifting strategies into their overall planning. Jonathan is particularly skilled at directing executives with deferred compensation elections, stock options and restricted stock. He is honored to be a fiduciary to his clients; it is a responsibility that he takes seriously. Mishawaka,

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Smiling woman wearing glasses, a SYM Financial Advisor.

Kris Black

January 24, 2022

Kris Black Kris Black Principal and Chief Financial Officer Kris is responsible for all matters related to corporate finance, HR, facilities management, and IT oversight. Kris started her career as a certified public accountant in the Fort Wayne, Indiana office of Baden, Gage and Schroeder. She moved on to create an independent accounting and bookkeeping practice, which then led her to SYM, at that time her client. “What attracted me to SYM was the high

Read More »
Professional headshot of a smiling SYM Financial Advisors fiduciary—an independent, commission-free firm with 55+ years of serving clients—wearing a dark blazer over a white top.

Sarah Delahanty

January 24, 2022

Sarah Delahanty Sarah Delahanty Principal, Senior Financial Advisor Sarah is a Senior Financial Advisor and also the Midland Office Area Leader. She says, “I love what I do. My job is one part relationships, one part problem solving. For me, that’s the best of both worlds!” You can count on Sarah to provide independent, conflict-free advice because she serves clients as a fiduciary. This distinction means she works in their best interest, not hers. She

Read More »
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling man with a beard, wearing a navy blue blazer over a light blue button-down shirt as a commission-free fiduciary at SYM Financial Advisors.

Stephen Lawler

January 24, 2022

Stephen Lawler Stephen Lawler Financial Advisor Coming from a background of client service, Stephen’s favorite part of his job is building relationships and providing peace-of-mind to his clients through the financial planning that he does for them.  He appreciates being part of a team that has a wealth of knowledge and a common goal to provide world-class service. Midland, MI slawler@sym.com @stephen-lawler-cfp%C2%AE-b601bb197 Book an in-person meeting with Stephen Book a virtual meeting with Stephen Credentials

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here