Investment Advisory Information, Form ADV: Part 2 A&B Click Here
About Sycamore Financial Group
Sycamore Financial Group is an independent, regional financial services corporation. Established in 1983, we have two locations in central Indiana: Kokomo, Anderson.
Craig Smith,CFP, President, Principal, is the founder of Sycamore Financial Group. He is located in the Kokomo office. Craig has 38 years of financial and business experience and 27 years' service with Sycamore Financial Group. csmith@sycamoreweb.com
Anita Faulkner, Vice President, Principal, is located at the Kokomo office. Anita has 34 years of investment experience and 24 years with Sycamore Financial Group. alfaulkner@sycamoreweb.com
Don R. Schlegelmilch is a Pension Consultant and Investment Advisor. Don is located in the Kokomo office. He has 32 years of investment and pension experience. Don has been with Sycamore Financial Group for 18 years. dschleg@sycamoreweb.com
Karen Conrad, Register Assistant. Karen has been in the securities business since 1979 and joined Sycamore in 1985 kconrad@sycamoreweb.com
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Denise Denny, Sales Support and Securities Processing. Denise has worked the securities industry for 24 years, all with Sycamore Financial. ddenny@sycamoreweb.com
Kathryn Carter, Located in our Kokomo office, Kathryn can help you with pension distributions or other account information. kcarter@sycamoreweb.com
