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.

Teams

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A professional headshot of a smiling SYM Financial Advisors consultant.

Jennesa Schweinsberg

January 24, 2022

Jennesa Schweinsberg Jennesa Schweinsberg Senior Client Service Representative Jennesa studied at Saginaw Valley State University and is actively involved with the Bay County Humane Society and Sheltered Angels Animal rescue. She takes pride in being organized, detail oriented and giving 110% to every task that she performs. Jennesa and her husband Erik live in Bay County and enjoy spending time fishing at their cabin. Midland, IN jschweinsberg@sym.com Credentials Saginaw Valley State University – Marketing &

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary with blonde hair and glasses wearing a black blazer.

Jamie Mitchell

January 24, 2022

Jamie Mitchell Jamie Mitchell Retirement Plan Advisor Jamie joined SYM in early 2015 as a Retirement Plan Advisor. Having worked in the retirement plan industry for over 30 years, she has a wide range of experience in advisory, accounting and oversight roles, with a particular focus on the administrative aspect of retirement plans. She provides support and guidance within a team framework to SYM’s qualified plan clients throughout the region. Fort Wayne, IN jmitchell@sym.com @jamie-mitchell-5637a770

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisor with short hair and glasses, wearing a dark collared shirt and a gray blazer.

Evan Stark

January 24, 2022

Evan Stark Evan Stark Principal and Financial Advisor Evan came to SYM with an extensive knowledge of 401(k) products, insurance, tax returns, and an enjoyment of helping individuals and business owners make working capital and purchase decisions. His favorite part of his role at SYM is being able to apply creativity and collaboration to complex problems in order to deliver value to clients.   Mishawaka, IN estark@sym.com @etstark Credentials B.S. Finance Indiana University South Bend

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors professional wearing a dark blazer.

Gabriella Tucker

January 24, 2022

Gabriella Tucker Gabriella Tucker Principal and Financial Advisor Gabby’s favorite part of her job is forming relationships with SYM clients, being their advocate, and helping them achieve their goals. She enjoys the complexity of financial planning and the markets- there is something to learn from every day. She loves the SYM office because she is surrounded by knowledgeable colleagues with unique expertise who are always willing to help one another. The level of team engagement

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A professional headshot of a smiling SYM Financial Advisors fiduciary wearing a dark blazer over a light-colored, patterned dress shirt.

Ethan Brown

January 24, 2022

Ethan Brown Ethan Brown Principal and Financial Advisor My favorite part of my role at SYM is the satisfaction I get from helping clients work towards reaching their goals. Navigating the winding path to retirement is difficult and overwhelming at times; my goal is to make the client’s journey more comfortable, so they can be confident in their actions and decisions. I am energized when building relationships with clients knowing that these relationships will last

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Headshot of a SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, wearing a blue blazer and a light-colored plaid button-down shirt.

Eric Townsend

January 24, 2022

Eric Townsend Eric Townsend Compliance/Operations Specialist Eric works diligently to mind the details that ensure SYM adheres to all SEC requirements. Keeping SYM and its employees compliant is his focus. He says the most rewarding part of his job has been getting to know clients and helping them reach their unique financial goals. He also enjoys working with great team members who genuinely care for each other. Winona Lake, IN etownsend@sym.com Credentials Bachelor of Science

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