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Fort Wayne Office

Logan Timbrook

Logan Timbrook Logan Timbrook Financial Advisor Logan is a very detail oriented person who usually has a plan A, B and C! He desires meaningful relationships and aims to be a trusted confidante and truth teller to his clients. He says, “I enjoy the problem-solving nature of the advisor role and those moments when a client’s life changes for the better based on my recommendations & planning.” Fort Wayne, IN Credentials Bachelor of Science

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Logan Vinson

Logan Vinson Logan Vinson Logan is a Private Investment Operations Specialist. Logan has a strong understanding of private investments.  He enjoys diving into the complexities of the portfolios that contain them as no two are alike. Fort Wayne, IN Credentials Bachelor of Science in Finance and Economics – Purdue University, Fort Wayne, IN Logan’s Words to Live By “Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1” – Warren

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Yolanda Taylor

Yolanda Taylor Yolanda Taylor Staff Accountant Yolanda loves working with numbers.  She enjoys helping keep the finances in order for SYM.  She says a favorite part of her job is working alongside so many helpful people. Fort Wayne, IN Credentials Bachelor of Science in Finance – University of South Florida Yolanda’s Words to Live By The future belongs to those who believe in the beauty of their dreams.   Personal Pursuits Yolanda spends her

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Brandon Fry

Brandon Fry Brandon Fry Client Service Representative Continuous improvement motivates Brandon. He prides himself on his ability to evolve and adapt to new situations. A favorite part of his job at SYM is working with unique individuals to help them achieve their goals.  He enjoys learning the stories of the people he serves. He appreciates the welcoming culture at SYM and how his colleagues jump in to help whenever needed. Fort Wayne, IN Credentials

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Reba Davis

Reba Davis Wealth Management Operations Coordinator and Senior Financial Planner I find satisfaction at work by “taming chaos,” whether in the form of a client’s financial situation or SYM’s internal processes and systems. I am also a helper by nature, which fits perfectly with my role as I get to help clients and SYM staff daily in a variety of ways. Fort Wayne, IN Credentials Bachelor of Science in Business Financial Services, Magna Cum

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Paul Dornbier

Paul Dornbier Senior Financial Analyst Paul’s greatest strength is financial analysis, particularly when deciphering world events and their impact on financial markets. He also enjoys delving into client circumstances and developing a financial roadmap to accomplish their goals. Fort Wayne, IN Credentials Bachelor of Business Administration, double major in Finance and Economics – University of Iowa, Iowa City, IA Chartered Financial Analyst® Chartered Alternative Investment Analyst Financial Risk Manager (FRM®) Community Volunteer, HOPE for

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