Kristin Whitacre (Photo provided)

SYM Financial Advisors is pleased to announce the promotion of Kristin Whitacre to Financial Advisor. Whitacre joined SYM in March 2012 as an Associate Advisor, and works directly with portfolio and wealth management clients to recommend and deliver strategies for achieving their financial objectives. She holds a B.S. in Financial Counseling and Planning from Purdue University, and has earned the designation of Certified Financial Planner. Whitacre lives on Chapman Lake in Warsaw with her husband, Dillon.

The CFP marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Brandon Stewart (Photo provided)

SYM is also pleased to announce the promotion of Brandon Stewart to the position of Financial Paraplanner. Stewart joined SYM Financial Advisors in May of 2013 after earning a B.S. in Business Marketing from Indiana University Purdue University of Fort Wayne. As Financial Paraplanner, Stewart works in tandem with the advisory teams to support and service client relationships. He lives in Warsaw with his wife, Logan, and has been active with the Warsaw Community Church, Junior Achievement, and as a coach for Warsaw Wave Travel Soccer.

SYM Financial Advisors is one of the Midwest’s largest independent wealth management firms with over $1.8 billion in assets under management. Headquartered in Winona Lake, Indiana with offices in Fort Wayne, Indianapolis, South Bend and Midland, Mich., SYM Financial serves executives, private business owners, physicians, families and not-for-profit organizations. The firm delivers unique, goals-based portfolio management solutions and also provides clients a completely transparent and investor focused 401(k) solution.

For more information about SYM, please call 800.888.7968 or visit sym.com.