Fort Wayne Office Archives - SYM Financial Advisors -

Jordan Hofmann

June 30, 2023

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

Logan Timbrook

January 13, 2023

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 ltimbrook@sym.com Credentials Bachelor of Science

Logan Vinson

November 17, 2022

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 lvinson@sym.com 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

Yolanda Taylor

May 13, 2022

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 ytaylor@sym.com 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

Brandon Fry

May 12, 2022

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 bfry@sym.com Credentials

Reba Davis

January 24, 2022

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 rdavis@sym.com Credentials Bachelor of Science in Business Financial Services, Magna Cum

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