About Us2018-10-11T06:22:20+00:00

About Sycamore Financial Group

Investment Advisory Information
Form ADV: Part 2 A&B Click Here.

Sycamore Financial Group is an independent, regional financial services corporation. Our core values are integrity, trust and education. Our mission is to build, protect and grow our clients’ wealth over the long term through sound planning and disciplined investment management and to guild our clients toward achieving a financially sound and enjoyable retirement.

We have the independence to provide our clients with objective and unbiased planning while upholding the highest standards of trust to the investment process. Sycamore Financial Group was established in 1983, where now we have three locations: Kokomo, Indiana, Anderson, Indiana and Reston, Virginia.

Kathryn Carter
Kathryn CarterData & Performance Mgmt.
Kathryn has been located in our Kokomo, Indiana office for 12 years. She can help you with pension distributions or other account information .
Karen Conrad
Karen ConradRegister Assistant
Karen is located at the Anderson, Indiana branch office. Karen has 41 years of investment experience and 30 years with Sycamore Financial Group.
Ashley Devore
Ashley DevoreInvestment Intern
Ashley is working with Sycamore Financial Group in our Kokomo office. Ashley is an intern from Indiana University Kokomo with a Bachelor’s of Science degree.
Anita Faulkner
Anita FaulknerVice President, Principal
Anita is located at the Kokomo, Indiana main office. Anita has 37 years of investment experience and 30 years with Sycamore Financial Group.
Allison Rumschik
Allison RumschikInvestment Adviser, Principal
Allison is a Investment Adviser and Securities Principal located in our Reston, Virginia office. She has 11 years of experience in the securities industry.
Craig Smith
Craig SmithCFP, President, Principal
Craig is the founder and located at the Kokomo office. Craig has 44 years of financial business experience and 34 years with Sycamore Financial Group.
Brent Yard
Brent YardInvestment Adviser
Brent is an Investment Adviser with Sycamore and is located at our Kokomo office. Brent recently graduated with a degree in business.

At Sycamore Financial Group, we strive to provide financial analysis to each of our client’s unique needs. As an independent firm, U.S. Financial Services, Inc. has none of its own financial products to sell, therefore clients receive objective advice. Our recommendations are based on what is most appropriate for our clients after listening and evaluating their needs and goals.

As a Registered Investment Adviser, we are dedicated to personalized service with uncompromising integrity. Our focus is on comprehensive, tax-advantaged strategies that provide sound preservation of capital, grow income and seek to increase returns with reduced risk.

Our unique approach to investing is firmly grounded in uncompromising financial and economic principles. We believe that every investor should understand and feel confident about their investment approach.