Wealth Management Operations Coordinator and Senior Financial Planner
I find satisfaction at work by “taming chaos,” whether in the form of a client’s financial situation or SYM’s internal processes and systems. I am also a helper by nature, which fits perfectly with my role as I get to help clients and SYM staff daily in a variety of ways.
Bachelor of Science in Business Financial Services, Magna Cum Laude
Wright State University, Dayton, OH
CERTIFIED FINANCIAL PLANNER™
Reba’s Words to Live By
“If you do not know how to ask the right question, you discover nothing.” – W. Edwards Deming
Reba enjoys gardening and trying out new recipes.