Advisory Team

Heath Simcoe Heath Simcoe Financial Advisor With over eight years of experience in the financial services industry, Heath serves his clients by walking alongside and guiding them to attain their life goals.  He focuses on learning about clients’ goals, outside of their financial aspirations, and knowing them and their families well.  He especially enjoys putting the financial puzzle together with a proven strategy.  Winona Lake, IN hsimcoe@sym.com Book an in-person meeting with Heath Book a

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

Steve Yeager Steve Yeager Principal, Senior Financial Advisor Steve brings over two decades of experience in financial services. His specialty is working with private business owners and corporate executives on their financial plans.  He also serves on the SYM Investment Committee and is the Warsaw Area Leader. Steve 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 –