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Client Service Team

Marissa Nowak

Marissa Nowak Marissa Nowak Client Service Representative Marissa has a lot of experience in the service industry. She enjoys helping clients achieve their own financial freedom and  focuses on knowing her clients uncommonly well so that she can help them in the best way possible. Her favorite part of working at SYM is the helpful culture in the company. Midland, MI Credentials Bachelor of Science in Business Administration with Applied Business Communication Concentration –

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Josh McDaniel

Josh McDaniel Josh McDaniel Client Service Representative Josh brings attention to detail, determination, and the desire to help others. He possesses a level of  understanding that all things are connected and that an individual’s financial health can be key to finding happiness and health in other aspects of their life. He hopes that in helping people achieve their goals, they feel empowered to do the same for others.  Mishawaka, IN Credentials Bachelor of Science

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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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Samantha Foor

Samantha Foor Samantha Foor Client Service Representative Samantha has a big heart for clients and fellow coworkers. She says her mission is to display kindness and inspire a smile from all who cross her path. Midland, MI Credentials Bachelor of Business Administration – Baker College, Owosso, MI Community Volunteer, Messiah Lutheran Church Samantha’s Words to Live By “It is not about win or lose, it is about do you accept the challenge.”  – Greenlights

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picture of Matthew Pegg

Matthew Pegg

Matthew Pegg Matthew Pegg Client Service Representative Matthew is detail-oriented and responsive. His knowledge of the many different account types in the financial industry leaves him equipped to serve well. He is a great contributor to the Indianapolis team.  Indianapolis, IN Credentials Bachelor of Science in Consumer Science with a focus on Financial Counseling and Planning – Purdue University Matthew’s Words to Live By “Life Happens.” Personal Pursuits Matthew’s goal is to earn his

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Brandon Fry

Brandon Fry Brandon Fry Client Service Representative Continuous improvement motivates Brandon. He prides himself on his ability to evolve and adapt to new situations. A favorite part of his job at SYM is working with unique individuals to help them achieve their goals.  He enjoys learning the stories of the people he serves. He appreciates the welcoming culture at SYM and how his colleagues jump in to help whenever needed. Fort Wayne, IN Credentials

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