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Client Service Team

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Bailey Driscoll

June 19, 2024

Bailey Driscoll Bailey Driscoll 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 bdriscoll@sym.com Credentials Bachelor of Science in Business –

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Lisa Vaillancourt

April 17, 2024

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, MI

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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 –

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Julie Shepherd

January 24, 2022

Julie Shepherd Principal and Client Service Manager Julie has more than 20 years of experience working in client service for SYM. She manages the client service team across its five offices. Her favorite part of the job is focusing on the 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 jshepherd@sym.com Credentials

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Val Schoch

January 24, 2022

Val Schoch Client Service Representative Beginning work at age fifteen in the family restaurant business, Val developed useful skills in customer service and bookkeeping.  Working at a credit union provided valuable experience in the financial field, giving her a well-rounded perspective for serving SYM clients. Val enjoys working with others and meeting new faces.  She says she chooses to work at SYM for its strong ethics and structure. Indianapolis, IN vschoch@sym.com Credentials Working towards a

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Jodie Wolfe

January 24, 2022

Jodie Wolfe Jodie Wolfe Senior Client Service Representative Jodie brings efficiency and attention to detail in the work that she performs. In addition to serving clients, she supports the CEO and is our specialist for the SYM Asset Management offering. Her favorite part of her job is that she is constantly learning different facets of the financial industry.  She loves getting to know her clients beyond the computer. Winona Lake, IN jwolfe@sym.com Credentials Bachelor of

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