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The image shows the logo of SYM Financial Advisors. The logo features "SYM" in large green letters with a stylized green swoosh underneath. Below, in smaller grey text, are the words "FINANCIAL ADVISORS.

Teams

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Val Schoch

January 24, 2022

Val Schoch Client Service Representative Beginning work at age fifteen in the family restaurant business, Val developed useful skills in customer service and bookkeeping.  Working at a credit union provided experience in the financial field, giving her a well-rounded perspective for serving SYM clients.  Val enjoys working with others and meeting new faces.  She says she chooses to work at SYM for its strong ethics and structure. Indianapolis, IN vschoch@sym.com Credentials Working towards a Bachelor

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Kristen Watson

January 24, 2022

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. Winona

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Kristen Hendrickson

January 24, 2022

Kristen Hendrickson Kristen Hendrickson Financial Planner Kristen is organized and able to multi-task, helpful skills in the financial planning she customizes for clients. 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 khendrickson@sym.com Credentials Bachelor of Business Administration in International Business – Northwood University, Midland, MI

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Kelly Furnivall

January 24, 2022

Kelly Furnivall Kelly Furnivall 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 kfurnivall@sym.com Credentials Bachelor of Science in Elementary Education with a concentration on Language Arts – Grace College and Theological Seminary Community Big Sister

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Rick Reneker

January 24, 2022

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

January 24, 2022

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 sbradley@sym.com Credentials Bachelor of Arts in Finance, Financial Planning and Business Administration – Grace College, Winona Lake, IN MS in Financial

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Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

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It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
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