Winona Lake Office

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

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

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