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Renae Cordwell

October 13, 2025

Renae Cordwell Renae Cordwell Renae is a Financial Planner Renae brings both attention to detail and a deep commitment to helping clients feel confident about their financial future. She applies her analytical and empathetic talents to translate complex financial concepts into clear and actional steps. She values integrity, consistency, and building genuine relationships that are based on trust.  Her favorite thing about working at SYM is having a shared goal with colleagues of putting clients’

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Jackie Murray

June 17, 2025

Jackie Murray Jackie Murray Human Resources Director Having worked in Human Resources for the past 20 years, Jackie is a huge advocate for those in the workforce. Living by the mantra that each person holds value and it’s up to leaders to show that, she leads by bringing strategies and new ideas into the workforce that center on that focus. Fort Wayne, IN jmurray@sym.com Credentials Bachelor of Science in Organizational Management – Cornerstone University, Grand

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Macy Coney

June 13, 2025

Macy Coney Macy Coney Client Service Representative Macy thrives on organization and efficiency.  She focuses on maintaining a strong level of productivity in the work she does for clients.  She remarks that she genuinely cherishes learning and growing alongside her colleagues every day.   Fort Wayne, IN mconey@sym.com Credentials Bachelor of Science in Finance – Purdue University, Lafayette, IN Words to Live By “Be grateful for small things, big things, and everything in between.” Favorite

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Johnny Woehnker

April 10, 2025

Johnny Woehnker Johnny Woehnker Financial Analyst In the investment department, Johnny thrives when analyzing data and research in the pursuit of improving clients’ lives. Fort Wayne, IN jwoehnker@sym.com Credentials Bachelor of Science in Accounting and Finance – Purdue University, West Lafayette, IN Chartered Financial Analyst® Johnny’s Words to Live By “Don’t be pushed by your problems. Be led by your dreams.”  – Ralph Waldo Personal Pursuits Johnny stays active playing tennis, bike riding, and traveling

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Zach Kern

April 3, 2025

Zach Kern Retirement Plan Specialist Zach enjoys providing white glove client service and developing meaningful relationships.  He is focused on recommending what’s in the client’s best interest and always learning with those around him. Fort Wayne, IN zkern@sym.com Credentials Bachelor of Science in Economics and Finance– Bethel University, Mishawaka, IN Bachelor of Arts in Business Management– Bethel University, Mishawaka, IN Community Member, Worship Team at Pathway Community Church Zach’s Words to Live By A man

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Alissa Morgan

October 24, 2024

Alissa Morgan Alissa Morgan Client Service Representative Alissa strives to hit deadlines and exceed expectations. Goal-oriented, she uses her developing education to grow as an employee and person. Alissa remarks, “I love working at SYM because everyone is so friendly… and committed to jumping in to help support one another.”   Fort Wayne, IN amorgan@sym.com Credentials Student pursuing Bachelor of Finance & Accounting – Purdue University, Fort Wayne, IN Financial Paraplanner Qualified Professional™   Community

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