SYM logo

Midland Office

Stephen Lawler

Stephen Lawler Stephen Lawler Financial Advisor Coming from a background of client service, Stephen’s favorite part of his job is building relationships and providing peace-of-mind to his clients through the financial planning that he does for them.  He appreciates being part of a team that has a wealth of knowledge and a common goal to provide world-class service. Midland, MI slawler@sym.com Credentials Bachelor of Science in Management – Eli Broad College of Business, Michigan State

Read More »

Jessica Way

Jessica Way Jessica Way Assistant Client Service Manager. Jessica enjoys the customer service aspect of working with clients.  She believes in clear, timely and professional correspondence as well as making clients feel comfortable and well taken care of.  She is motivated to assist others in her everyday life and feels this same passion toward making lasting client relationships. She believes that because SYM teams are extremely cohesive and have strong communication with one another, this

Read More »

Anne Randall

Anne Randall Anne Randall Client Service Representative Anne joined SYM in July of 2017. She appreciates SYM’s client-centric philosophy and that SYM acts as a fiduciary to clients at all times. She derives great pleasure from seeing clients have the opportunity to live out their long-planned retirement goals. Midland, MI arandall@sym.com Credentials Bachelor of Arts in History – Saginaw Valley State University, University Center, MI Financial Paraplanner Qualified Professional ™ Community Supporter, Midland County Humane

Read More »

Jennesa Schweinsberg

Jennesa Schweinsberg Jennesa Schweinsberg Senior Client Service Representative Jennesa studied at Saginaw Valley State University and is actively involved with the Bay County Humane Society and Sheltered Angels Animal rescue. She takes pride in being organized, detail oriented and giving 110% to every task that she performs. Jennesa and her husband Erik live in Bay County and enjoy spending time fishing at their cabin. Midland, IN jschweinsberg@sym.com Credentials Saginaw Valley State University – Marketing &

Read More »

Brad Duling

Brad Duling Brad Duling Principal and Senior Financial Advisor Brad leads the Wealth Management arm of the business. His strengths at SYM include complex retirement planning with a particular focus on corporate benefits. He says, “I enjoy seeing clients achieve their goals. It’s amazing to see the relief clients have when you tell them they are ‘ok’ or that their plan has allowed them to retire early or maybe attain a better retirement lifestyle than

Read More »

How can we help?

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