Client Service Team

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

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

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 –