“All of these efforts are supported by the whole team that serves on SYM’s front line,” said Rod Coleman, SYM President. “With that said, this year’s winner set the bar just a bit higher by taking on every challenge given to her, always putting the client first, and going above and beyond to create an uncommon client experience.”
Thurlow joined SYM in a Client Service Representative role in March 2015. She is a 2013 graduate of Northwood University where she earned a Bachelor of Business Administration. Thurlow is currently working toward certification as a Registered Paraplanner (RP®).
SYM Financial Advisors is among the Midwest’s largest independent wealth management firms, with over $1.9 billion in assets under management. Headquartered in Winona Lake, Indiana, SYM also has offices in Fort Wayne, Indianapolis and South Bend, Indiana and Midland, Michigan. The firm serves corporate executives, private business owners, physicians, families, retirees, corporations and not-for-profit organizations, delivering unique, goals-based portfolio management solutions, wealth management, and a completely transparent and investor focused 401(k) solution.
For additional information, please call 800.888.7968 or visit www.sym.com.