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Taylor Anderson

March 27, 2026

Taylor Anderson Taylor Anderson Client Service Representative Taylor recently returned to his Midwest stomping grounds after living in California the first leg of his career.  He brings a personal commitment of service to his role and says, “I cherish building relationships with clients and doing all I can to assist them. My SYM teammates are all quality, high-value driven people. I know that I can count on them.” Winona Lake, IN tanderson@sym.com Credentials Bachelor of

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Bryan Aanderud

January 7, 2026

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

December 22, 2025

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 Member, Northeast Indiana Human Resources

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Ashleigh Webster

December 3, 2025

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

January 12, 2023

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

September 2, 2022

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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