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Winona Lake Office

Valerie Sausaman

Valerie Sausaman Valerie Sausaman Client Service Representative 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

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Tyler Ostrom

Tyler Ostrom Tyler Ostrom Tyler is a 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 Credentials Bachelor of Science – Accounting and Finance,Ball State University Master of Business Administration –

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Rhonda Peugh

Rhonda Peugh Client Service Representative Rhonda loves working with SYM clients, and the personal relationships that are built. She says she is especially fond of the professional environment and amazing people she works alongside at SYM. She believes that SYM really does put client’s first, and cares genuinely about its employees, which creates an ideal setting for uncommon service. The opportunity to develop personal relationships while providing exceptional service is very rewarding to her. Winona

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Steve Yeager

Steve Yeager Steve Yeager Principal, Senior Financial Advisor Steve brings over two decades of experience in financial services. He specializes in working with private business owners and corporate executives on their financial plans. He spent ten years as a Naval officer and F-14 pilot. He resigned as a Lieutenant Commander in 2000. Winona Lake, IN syeager@sym.com Credentials Bachelor of Science – United States Naval Academy Masters of Business Administration – College of William and Mary

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Julie Wiegand

Julie Wiegand Client Service Manager. Julie has more than 13 years of experience in the Client Service Representative role and now manages the client service team across its five offices. Her favorite part of the job is focusing on the SYM client experience. She thrives on serving uncommonly well. She has a genuine heart for servanthood and feels that SYM is a special kind of family that lives this value. Winona Lake, IN jwiegand@sym.com Credentials

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Tami Hartman

Tami Hartman Lead Trader Tami has nearly three decades of experience working in the financial services industry and brings a specialty in trust operations.  She has a knack for cutting through complexity and finding the most efficient way to accomplish a task. She brings a creative and caring touch to all that she does.  Winona Lake, IN thartman@sym.com Credentials Bachelor of Arts in Sociology with a double concentration in Women and African-American Studies – Indiana

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