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Bryan Aanderud

Bryan Aanderud Bryan Aanderud Bryan is a Financial Advisor Bryan has a talent for simplifying complex financial concepts and translating them into clear, actionable plans. He is passionate about helping clients gain confidence in their financial future and approach the future with clarity and peace of mind. Bryan’s favorite part of working with his colleagues is collaboration and shared commitment to doing what is best for the client. Winona Lake, IN baanderud@sym.com Credentials Master of

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Madison Coffman

Madison Coffman Madison Coffman Human Resources Generalist Madison brings a creative, improvement-focused mindset to her role as an HR Generalist. She enjoys the variety in HR and finding intentional solutions that improve employee experience. At SYM, she enjoys building trust and fostering meaningful connections with employees. Winona Lake, IN mcoffman@sym.com Credentials Bachelor of Science in Hospitality and Tourism Management – Purdue University, West Lafayette, IN Community Volunteer, Marketing and Events Madison’s Words to Live By

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Ashleigh Webster

Ashleigh Webster Ashleigh Webster Client Service Representative Ashleigh brings a collaborative and supportive mentality to her work. She is an incredibly quick study and enjoys learning all she can in the financial industry.  And one of the most endearing things about her is her infectious laugh. Winona Lake, IN awebster@sym.com Credentials Bachelor of Science in Education – Winona Lake, IN Master of Science in Literacy Community Volunteer – Elementary Robotic Teams and Girls STEM Clubs

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Keith Beers

Keith Beers Keith Beers Manager of Financial Planners/Financial Advisor Prior to gaining his experience in corporate finance and consulting, Keith spent ten years active duty in the Marine Corps as an Officer and AH-1Z pilot.  What he most enjoys about working at SYM is partnering with clients to support the fulfillment of their financial goals.   Winona Lake, IN kbeers@sym.com Schedule an in-person meeting with Keith Schedule a virtual meeting with Keith Credentials Bachelor of Arts

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Valerie Sausaman

Valerie Sausaman Valerie Sausaman Financial Planner Valerie brings attention to detail and thoroughness to the work she does at SYM.  Valerie values being able to assist clients with their financial goals, ideally enabling their life ambitions to come to fruition. Valerie says she especially loves how every SYM employee lives out the company values and is willing to lend a hand whenever needed. The work environment and services SYM offers is what led her to

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Tyler Ostrom

Tyler Ostrom Tyler Ostrom Financial Advisor Tyler’s public accounting and corporate finance background is an asset for serving clients as he understands the tax experience better than many. Tyler says he has always had a service mindset and SYM allows that to bear fruit, both individually and as a group, for our clients. Winona Lake, IN tostrom@sym.com Book an in-person meeting with Tyler Book a virtual meeting with Tyler Credentials Bachelor of Science – Accounting

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