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Ashleigh Webster

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

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Seth Shetler

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

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Macy Coney

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 Words to Live By “Be grateful for small things, big things, and everything in between.” Favorite

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Courtney Goessler

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

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Glen Schroering

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

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Alissa Morgan

Alissa Morgan Alissa Morgan Client Service Representative Alissa strives to hit deadlines and exceed expectations. Goal-oriented, she uses her developing education to grow as an employee and person. Alissa remarks, “I love working at SYM because everyone is so friendly… and committed to jumping in to help support one another.”   Fort Wayne, IN amorgan@sym.com Credentials Student pursuing Bachelor of Finance & Accounting – Purdue University, Fort Wayne, IN Financial Paraplanner Qualified Professional™   Community

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