Fort Wayne Office

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Alissa Morgan

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 Community Fort Wayne Children’s Zoo – Volunteer

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Bailey Taylor

Bailey Taylor Bailey Taylor Client Service Representative Bailey’s attention to detail and strong communication skills enable her to build solid relationships with clients. A fun fact about Bailey is that she started as an intern, and she says the “friendly environment, everyone’s willingness to help, and the way SYM serves their clients” is why she decided full time employment was a perfect fit. Fort Wayne, IN btaylor@sym.com Credentials Bachelor of Science in Business – Purdue

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Melissa Schenkel

Melissa Schenkel Melissa Schenkel Marketing Director Melissa is a networker, brander, and storyteller for SYM.  A communications strategist, she directs the firm’s public relations and marketing plan. Fort Wayne, IN mschenkel@sym.com Credentials Master of Arts in Public Relations & Journalism – Ball State University, Muncie, IN Bachelor of Arts in Telecommunications– Ball State University, Muncie, IN Community Board Chair, Visit Fort Wayne Board Member, Turnstone Board Member, Arts United Board Member, Purdue Fort Wayne Foundation

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Ben Streeter

Ben Streeter Ben Streeter Financial Planner I enjoy working with clients and providing confidence that their goals are achievable. What I enjoy most about financial planning is designing a personalized financial plan that is meaningful to a client. I love that SYM has professionals that are experts in their field. Collaboration among the team allows our expertise to be best utilized for our clients. Fort Wayne, IN bstreeter@sym.com Credentials Bachelor of Science in Finance– Indiana

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Brontie Wright

Brontie Wright Brontie Wright System Administrator A lifelong learner with a talent for IT administration, Brontie works to keep things working behind the scenes. She enjoys helping team members tackle tech issues that come their way. Her favorite part of her job is finding solutions that work better than the previous way.  Fort Wayne, IN bwright@sym.com Credentials Bachelor of Science – Butler University, Indianapolis, IN CompTIA Security+ Certification  Network+ Certification   Microsoft MD 100 Certification  Microsoft

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Jordan Hofmann

Jordan Hofmann Jordan Hofmann Jordan is a Trader Jordan handles client trades and rebalancing. She has a knack for applying critical thinking when rebalancing portfolios.  She is a detail oriented, ambitious learner. And she loves the encouraging and helpful culture at SYM. Fort Wayne, IN jhofmann@sym.com Credentials Bachelor of Science in Finance – Purdue University, Fort Wayne, IN Jordan’s Words to Live By “Whatever you do, work at it with all your heart, as working for

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