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

bio image of male Ethan Englehart

Ethan Engelhardt

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

Read More »
A woman with shoulder-length, light brown hair smiles while looking directly at the camera. She is wearing a black top with a necklace that has a small pendant. The background features a large window with natural light coming through.

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

Read More »
A man with short hair and a trimmed beard is smiling in front of a blurred background featuring a large window with black frames. He is wearing a blue blazer over a light blue checkered shirt.

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

Read More »
A woman with short brown hair, wearing glasses, a navy blazer, and a blue floral top, smiles at the camera. She is against a light blue background with a blurred plant on the left side.

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

Read More »
A man with short hair wearing a blue dress shirt under a dark blue blazer is standing indoors. The background is softly blurred, highlighting the window behind him. He is looking directly at the camera with a neutral expression.

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

Read More »
A smiling woman with straight, shoulder-length blond hair is wearing a purple blouse with pleated details at the neckline. She is posed against a blurred, neutral background, creating a professional and friendly appearance.

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 –

Read More »

How can we help?

This field is for validation purposes and should be left unchanged.