Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Client Service Team

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Lisa Vaillancourt

Lisa Vaillancourt Lisa Vaillancourt Client Service Representative Lisa has over a decade of experience in customer service. She learned as a former escrow officer to pay attention to detail while helping people, in some cases, achieve a huge milestone in their life. She feels the best part of working with SYM is getting to use her skills while learning something new each day. Everyone does their part and is always willing to help!   Midland, IN

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Rachel Badowski

Rachel Badowski Rachel Badowski Client Service Representative The best part of my job is interacting with clients and being able to help them in any way I can. My favorite part about working with my SYM colleagues is that everyone is willing to help, and everyone celebrates one another’s successes. Mishawaka, IN rbadowski@sym.com Credentials Associate in Applied Science in Baking & Pastry Arts – Johnson & Wales University, Providence, RI Bachelor of Science in Hospitality

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DJ Mason

DJ Mason D’Artagnan (DJ) Mason Client Service Representative DJ’s focus on self-improvement and attention to detail make him an asset on the Midland team. He enjoys working with professionals who have a deep understanding of financial services and appreciates the welcoming culture for both colleagues and clients alike. He remarks that SYM truly upholds the fiduciary standard and is honored to be a part of caring for clients in an uncommon way. Midland, MI dmason@sym.com

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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 mnowak@sym.com Credentials Bachelor of Science in Business Administration with Applied Business Communication Concentration –

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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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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 mpegg@sym.com 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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