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Kristen Hendrickson

Kristen Hendrickson Kristen Hendrickson Financial Planner/Trader Kristen is organized and able to multi-task, both helpful skills in client service and in her role on the trading team. She enjoys working with SYM because she likes the client interaction. Kristen also appreciates that her colleagues have a genuine interest in and support of each other’s success and well-being, both in and outside of work. Mishawaka, IN Credentials Bachelor of Business Administration in International Business –

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Kelly Furnivall

Kelly Furnival Kelly Furnival Corporate Administrative Assistant A former teacher, Kelly brings attention to detail and a willingness to serve others to SYM everyday. She enjoys developing uncommon relationships with clients as well as the with her co-workers. Her goal is to make clients feel engaged, heard, and respected. Winona Lake, IN Credentials Bachelor of Science in Elementary Education with a concentration on Language Arts – Grace College and Theological Seminary Community Volunteer Volunteer

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Rick Reneker

Rick Reneker Rick Reneker Human Resources Manager Rick brings 28 years of experience and knowledge in the field of HR. He says the one attribute that helps him most in his role is that he is very customer-oriented and views the SYM team as his customers. “I love SYM’s core values and see those values on display every day by our team.  It makes it a joy to come to work every day.” Winona Lake,

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Shane Bradley

Shane Bradley Shane Bradley Financial Advisor Shane has an analytical mind with a strength for remaining calm amidst challenges. As a Financial Advisor, finding solutions using a thoughtful, methodical approach is where he thrives. Shane has yet to encounter a problem which he did not first try to solve using a spreadsheet. Midland, MI Credentials Bachelor of Arts in Finance, Financial Planning and Business Administration – Grace College, Winona Lake, IN MS in Financial

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Savannah Hillyard

Savannah Hillyard Savannah Hillyard Client Service Representative Savannah has a strong background in client service. She works closely with clients and advisors. Her positive attitude and willingness to help others shines through in her daily work. Fort Wayne, IN Credentials Ivy Tech, Business Operations, Applications & Technology – Fort Wayne, IN Financial Paraplanner Qualified Professional ™ Savannah’s Words to Live By “Doubt kills more dreams than failure ever will.” Personal Pursuits Savannah is an

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Nick Gray

Nick Gray Retirement Plan Advisor Nick enjoys developing relationships through thoughtful service to plan sponsors, and advice/education to retirement plan participants. He has more than 23 years of industry experience helping business owners and their employees plan and save for retirement. Fort Wayne, IN Credentials Bachelor of Science – Purdue University School of Management and Business, Fort Wayne, IN Community Member, School Board, Bishop Dwenger High School Member, Board, Northeast Indiana Human Resources Association

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