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: Portrait of a smiling young woman with long blonde hair, representing SYM Financial Advisors.

Bailey Driscoll

June 19, 2024

Bailey Driscoll Bailey Driscoll Client Service Representative Bailey’s attention to detail and strong communication skills enable her to build solid relationships with clients. A fun fact about Bailey is that she started as an intern, and she says the “friendly environment, everyone’s willingness to help, and the way SYM serves their clients” is why she decided full time employment was a perfect fit.   Fort Wayne, IN bdriscoll@sym.com @bailey-driscoll-fpqp%C2%AE-60a030214 Credentials Bachelor of Science in Business

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors consultant in a black shirt wearing a necklace.

Lisa Vaillancourt

April 17, 2024

Lisa Vaillancourt Lisa Vaillancourt Client Service Representative Lisa has over a decade of experience in customer service. She learned as a former escrow officer to pay attention to detail while helping people, in some cases, achieve a huge milestone in their life. She feels the best part of working with SYM is getting to use her skills while learning something new each day. Everyone does their part and is always willing to help!   Midland, MI

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors consultant with long brown hair, wearing a dark collared shirt.

Melissa Schenkel

February 21, 2024

Melissa Schenkel Melissa Schenkel Marketing Director Melissa is a networker, brander, and storyteller for SYM.  A communications strategist, she directs the firm’s public relations and marketing plan. Fort Wayne, IN mschenkel@sym.com @melissaschenkel Credentials Master of Arts in Public Relations & Journalism – Ball State University, Muncie, IN Bachelor of Arts in Telecommunications– Ball State University, Muncie, IN Community Board Chair, Visit Fort Wayne Board Member, Turnstone Board Member, Arts United Board Member, Purdue Fort Wayne

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisors professional with a short beard, wearing a dark blazer over a light blue button-down shirt.

Ben Streeter

January 17, 2024

Ben Streeter Ben Streeter Financial Advisor I enjoy working with clients and providing confidence that their goals are achievable. What I enjoy most is designing a personalized financial plan that is meaningful to a client. I love that SYM has professionals that are experts in their field. Collaboration among the team allows our expertise to be best utilized for our clients. Fort Wayne, IN bstreeter@sym.com @ben-streeter-cfp%C2%AE-033b3013b Credentials Bachelor of Science in Finance– Indiana University, Fort

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A professional portrait of a smiling SYM Financial Advisors consultant wearing a suit and blue-striped tie.

Adam Cash

September 11, 2023

Adam Cash Adam Cash Financial Advisor Adam is passionate about personal finance and believes everyone can succeed financially with the right plan. He loves to dig into the details and help lead clients down the best path to reach their goals by building a comprehensive financial plan for them. Adam is a fiduciary at heart, and truly wants what is best for others. Indianapolis, IN acash@sym.com @adam-cash Credentials Bachelor of Science in Finance – Ball

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Professional headshot of a SYM Financial Advisors commission-free fiduciary wearing a black blazer and a gold necklace.

Jordan Hofmann

June 30, 2023

Jordan Hofmann Jordan Hofmann Financial Planner Jordan brings a strong foundation in trading and portfolio rebalancing to her role as a financial planner. She’s driven by a passion for helping others thrive through financial education and enjoys creating personalized strategies that empower clients to plan confidently for their future. Known for her ambition and eagerness to serve, Jordan is proud to be part of a firm where core values guide every client interaction. Fort Wayne,

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