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Janae O’Rourke

September 26, 2025

Janae O’Rourke Janae O’Rourke Financial Advisor Janae has a knack for guiding clients in finding that sweet spot between enjoying life today and preparing wisely for tomorrow. It’s all about balance – and making the process feel less overwhelming and more empowering. She says, “My favorite part about my job is the relationships – I get to hear incredible stories, share in life’s milestones, and be a trusted part of each client’s journey. It’s an

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Lelah Larson

March 28, 2025

Lelah Larson Lelah Larson Financial Planner Lelah enjoys the attention to detail that goes into creating financial plans tailored to clients’ specific needs and goals. She finds it rewarding to provide personalized service to clients and their families that positively impacts their lives. Lelah says she is proud of the people-centered culture at SYM. Midland, MI llarson@sym.com Credentials Bachelor of Science in Education, Summa Cum Laude Western Michigan University, Kalamazoo, MI Master of Science in

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Victoria Atkins

March 27, 2025

Victoria Atkins Victoria Atkins Financial Planner Victoria finds joy in educating clients about their financial options, empowering them to make informed decisions. She enjoys seeing the positive impact that sound financial planning can have on their life.  One of her favorite parts of working with clients revolves around creating personalized strategies to help them achieve their unique goals.    Midland, MI vatkins@sym.com Credentials Bachelor of Science in Agricultural Economics Texas A&M University, College Station, TX

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Elsie Dominguez

January 7, 2025

Elsie Dominguez Elsie Dominguez Financial Planner Elsie leverages her interpersonal skills along with her technical expertise in financial planning to create personalized financial plans for SYM clients. She values the growth-oriented and supportive culture at SYM which challenges her to develop professionally every day. Midland, MI edominguez@sym.com Credentials Bachelor of Arts in Political Science and Public Health– University of California, Irvine Professional Certificate in Accounting- University of California, Santa Barbara Elsie’s Words to Live By

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Ethan Engelhardt

June 20, 2024

Ethan Engelhardt Ethan Engelhardt Client Service Representative Ethan has an innate skill for connecting and building lasting relationships. He thoroughly enjoys providing value and helping others any way he can. He appreciates the vast landscape of personal finance because it allows him to satisfy his never-ending desire to always be learning and improving. He enjoys working with clients for the chance to make a direct impact on their lives and see those positive effects come

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Lisa Vaillancourt

April 17, 2024

Lisa Vaillancourt Lisa Vaillancourt Client Service Representative Lisa has over a decade of experience in customer service. She learned as a former escrow officer to pay attention to detail while helping people, in some cases, achieve a huge milestone in their life. She feels the best part of working with SYM is getting to use her skills while learning something new each day. Everyone does their part and is always willing to help!   Midland, MI

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