Fort Wayne Office Archives - Page 2 of 4 - SYM Financial Advisors -

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 thrive at work when I am making improvements and delivering solutions, 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

Paul Dornbier

January 24, 2022

Paul Dornbier Principal and 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 pdornbier@sym.com 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,

Steve Saylor

January 24, 2022

Steve Saylor IT Manager Steve has been taking things apart and putting them back together since before he could walk. He brings to SYM 25 years of experience consulting, directing and implementing large scale IT projects. Having been a CIO consultant for over four dozen financial institutions, hospitals and health care facilities, as well as many manufacturers and non-profit organizations, his expertise is a big asset to SYM. Steve says, “I love getting up each and

Seth Whicker

January 24, 2022

Seth Whicker Principal, Senior Financial Advisor Seth works as a senior financial advisor and also runs the business development efforts at SYM Financial Advisors. His favorite part of his job is helping clients achieve their financial goals, putting together a solid plan and seeing the plan come to fruition. What he enjoys most about his clients is learning their story. Fort Wayne, IN swhicker@sym.com Credentials Masters in Financial Analysis- College for Financial Planning Masters in

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