Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Midland Office

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Lisa Vaillancourt

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, IN

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Logan Gatza

Logan Gatza Logan Gatza Financial Planner Logan is a positive and optimistic financial planner. He looks forward to learning the goals of clients and is happy to help find a plan to achieve their aspirations. He enjoys the fact that SYM has a wide range of expertise to pull from to serve clients uncommonly well. Midland, MI lgatza@sym.com Credentials Bachelor of Science in Business Management– Saginaw Valley State University Community Administrative Director, Project Piti Pami

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Marcia Woodbridge

Marcia Woodbridge Marcia Woodbridge Financial Advisor Marcia has served clients as a financial advisor since 2002.  She has a strong track record for developing relationships that build trust. Midland, MI mwoodbridge@sym.com Credentials Bachelor of Science in Chemistry – Saint Mary’s College, Notre Dame, IN CERTIFIED FINANCIAL PLANNER™ Marcia’s Words to Live By Find joy in the journey. Personal Pursuits Marcia is a lover of travel, both local and global. At home, some of her favorite

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DJ Mason

DJ Mason D’Artagnan (DJ) Mason Client Service Representative DJ’s focus on self-improvement and attention to detail make him an asset on the Midland team. He enjoys working with professionals who have a deep understanding of financial services and appreciates the welcoming culture for both colleagues and clients alike. He remarks that SYM truly upholds the fiduciary standard and is honored to be a part of caring for clients in an uncommon way. Midland, MI dmason@sym.com

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Andrew Boerma

Andrew Boerma Andrew Boerma Financial Planner Andrew is skilled in client education, financial planning, investment strategy and technical analysis. He says, “The most rewarding part of my job is seeing the implemented financial plan for a client come full circle to achieve the goal at hand and have a long-lasting effect in their lives.”  Midland, MI aboerma@sym.com Credentials Bachelor of Science in Finance– Central Michigan University  Series 66 License Andrew’s Words to Live By “Stay

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Marissa Nowak

Marissa Nowak Marissa Nowak Client Service Representative Marissa has a lot of experience in the service industry. She enjoys helping clients achieve their own financial freedom and  focuses on knowing her clients uncommonly well so that she can help them in the best way possible. Her favorite part of working at SYM is the helpful culture in the company. Midland, MI mnowak@sym.com Credentials Bachelor of Science in Business Administration with Applied Business Communication Concentration –

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