Client Service Team Archives - SYM Financial Advisors -

Marissa Nowak

September 15, 2022

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 –

Valerie Sausaman

September 2, 2022

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

Matthew Pegg

June 1, 2022

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

Brandon Fry

May 12, 2022

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 bfry@sym.com Credentials

Avyan Krontz

May 11, 2022

Avyan Krontz Avyan Krontz Client Service Representative Avyan comes with a lot of experience in client service. She thrives working alongside a goal-oriented team. She focuses on finding the best possible outcome for her clients and teammates in the work she does at SYM. Fort Wayne, IN akrontz@sym.com Avyan’s Words to Live By Be inspired, Be original, Work hard. Personal Pursuits Avyan prioritizes spending time with family and friends. She shares a love for wind

Julie Wiegand

January 24, 2022

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

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Marissa Nowak

Valerie Sausaman

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