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Midland Office

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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Samantha Foor

Samantha Foor Samantha Foor Client Service Representative Samantha has a big heart for clients and fellow coworkers. She says her mission is to display kindness and inspire a smile from all who cross her path. Midland, MI sfoor@sym.com Credentials Bachelor of Business Administration – Baker College, Owosso, MI Community Volunteer, Messiah Lutheran Church Samantha’s Words to Live By “It is not about win or lose, it is about do you accept the challenge.”  – Greenlights

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Tyler Snover

Tyler Snover Tyler Snover Financial Planner Tyler combines his experience in financial planning with his technical and analytical knowledge to serve his clients. He enjoys building truly personalized financial plans and providing wealth management solutions that fit the uniqueness of the individual. He is driven by providing peace of mind to clients in all financial matters and delivering first class service. Midland, MI tsnover@sym.com Credentials Bachelor of Business Administration, Summa Cum Laude – Northwood University

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Rod Coleman

Rod Coleman President, Senior Financial Advisor Rod oversees SYM’s broad offerings including portfolio management, financial planning, estate planning, risk management, and insurance solutions for affluent families, as well as portfolio management and advisement for nonprofit organizations and group retirement plans. Midland, MI rcoleman@sym.com Credentials Bachelor of Science in Economics, with Merit – U.S. Naval Academy Master of Business Administration – University of Chicago, Booth School of Business CERTIFIED FINANCIAL PLANNER™ Community Co-founder, Tri Kids Try Youth Triathlon

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Shane Bradley

Shane Bradley Shane Bradley Financial Advisor Shane has an analytical mind with a strength for remaining calm amidst challenges. As a Financial Advisor, finding solutions using a thoughtful, methodical approach is where he thrives. Shane has yet to encounter a problem which he did not first try to solve using a spreadsheet. Midland, MI sbradley@sym.com Credentials Bachelor of Arts in Finance, Financial Planning and Business Administration – Grace College, Winona Lake, IN MS in Financial

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Natalie Deatsman

Natalie Deatsman Natalie Deatsman Financial Planner and Trader I enjoy engaging with clients and getting to know them and their families. It is also great to be a part of the SYM family and see the benefits of true teamwork play out in the workplace as well as in a positive way for our clients. Midland, MI ndeatsman@sym.com Credentials Bachelor of Arts – DePauw University, Greencastle, IN Master of Business Administration – Davenport University, Grand

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