SYM logo white
young man with brown hair in a black suit coat with a burgundy patterned button down shirt

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

Read More »
a young woman with long brown hair seated in a black blouse smiling

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

Read More »
top half of young man standing in front of a brick wall with short brown hair in a blue suit coat

Seth Shetler

August 8, 2025

Seth Shetler Seth Shetler Client Service Representative Seth has a positive mindset and a heart for serving clients. He enjoys making connections with people from all walks of life.  Mishawaka, IN sshetler@sym.com Credentials Bachelor of Science in Finance – Southern New Hampshire University Favorite Book “Millionaire Mission” by Brian Preston  Personal Pursuits Professionally, I am pursuing a CFP® certification. I enjoy playing basketball, and any sport that keeps me active. I love fishing, hiking, and

Read More »
a young woman with long blond hair sitting

Macy Coney

June 13, 2025

Macy Coney Macy Coney Client Service Representative Macy thrives on organization and efficiency.  She focuses on maintaining a strong level of productivity in the work she does for clients.  She remarks that she genuinely cherishes learning and growing alongside her colleagues every day.   Fort Wayne, IN mconey@sym.com Credentials Bachelor of Science in Finance – Purdue University, Lafayette, IN Financial Paraplanner Qualified Professional™ Words to Live By “Be grateful for small things, big things, and

Read More »
a young woman with red hair wearing a pink shirt under a blazer

Courtney Goessler

April 9, 2025

Courtney Goessler Client Service Representative Courtney is proud of the level of service each client receives here at SYM, and she is an important part of it.  She says that she thrives working alongside colleagues who share their knowledge and willingness to help every day. Indianapolis, IN cgoessler@sym.com Credentials Bachelor of Science in Finance – Butler University, Indianapolis, IN Financial Paraplanner Qualified Professional™ Community Member, Volunteer Courtney’s Words to Live By Show me your friends

Read More »
man wearing glasses smiling

Glen Schroering

February 7, 2025

Glen Schroering Glen Schroering Client Service Representative Glen has years of customer service experience. He finds satisfaction in minding the details in building relationships and helping clients reach their goals. Glen appreciates SYM’s emphasis on personalized service and that SYM serves as a fiduciary for all clients. Indianapolis, IN gschroering@sym.com Credentials Bachelor of Science in Economics with concentration in Finance – Purdue University, West Lafayette, IN Financial Paraplanner Qualified Professional™ Glen’s Words to Live By

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here