Client Service Team

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 Community Fort Wayne Children’s Zoo –

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bio image of male Ethan Englehart

Ethan Engelhardt

Ethan Engelhardt Ethan Engelhardt Client Service Representative Ethan has an innate skill for connecting and building lasting relationships. He thoroughly enjoys providing value and helping others any way he can. He appreciates the vast landscape of personal finance because it allows him to satisfy his never-ending desire to always be learning and improving. He enjoys working with clients for the chance to make a direct impact on their lives and see those positive effects come

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Sarah Mackintosh

Sarah Mackintosh Sarah Mackintosh Client Service Representative Sarah brings 20 years of experience in the financial industry to her SYM team. She has a background in life insurance, retirement services, securities trading, and financial operations. She says she appreciates being a part of SYM because it operates on integrity and doing what is best for each client.  Winona Lake, IN smackintosh@sym.com Credentials Bachelor of Science, Political Science – Northern Kentucky University; Highland Heights, KY Community

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bio image of female Bailey Taylor

Bailey Taylor

Bailey Taylor Bailey Taylor Client Service Representative Bailey’s attention to detail and strong communication skills enable her to build solid relationships with clients. A fun fact about Bailey is that she started as an intern, and she says the “friendly environment, everyone’s willingness to help, and the way SYM serves their clients” is why she decided full time employment was a perfect fit.   Fort Wayne, IN btaylor@sym.com Credentials Bachelor of Science in Business –

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A woman with shoulder-length, light brown hair smiles while looking directly at the camera. She is wearing a black top with a necklace that has a small pendant. The background features a large window with natural light coming through.

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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A woman with light brown hair smiles while standing indoors. She is wearing a dark blue blouse with various small, white designs and blue earrings. The background is softly lit with what appears to be a hallway or interior space.

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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