SYM logo

Client Service Team

Savannah Hillyard

Savannah Hillyard Savannah Hillyard Client Service Representative Savannah has a strong background in client service. She works closely with clients and advisors. Her positive attitude and willingness to help others shines through in her daily work. Fort Wayne, IN Credentials Ivy Tech, Business Operations, Applications & Technology – Fort Wayne, IN Financial Paraplanner Qualified Professional ™ Savannah’s Words to Live By “Doubt kills more dreams than failure ever will.” Personal Pursuits Savannah is an

Read More »

Jodie Wolfe

Jodie Wolfe Jodie Wolfe 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 Credentials Bachelor of Arts

Read More »

Jessica Way

Jessica Way Jessica Way Assistant Client Service Manager. Jessica enjoys the customer service aspect of working with clients.  She believes in clear, timely and professional correspondence as well as making clients feel comfortable and well taken care of.  She is motivated to assist others in her everyday life and feels this same passion toward making lasting client relationships. She believes that because SYM teams are extremely cohesive and have strong communication with one another, this

Read More »

Anne Randall

Anne Randall Anne Randall Client Service Representative Anne joined SYM in July of 2017. She appreciates SYM’s client-centric philosophy and that SYM acts as a fiduciary to clients at all times. She derives great pleasure from seeing clients have the opportunity to live out their long-planned retirement goals. Midland, MI Credentials Bachelor of Arts in History – Saginaw Valley State University, University Center, MI Financial Paraplanner Qualified Professional ™ Community Supporter, Midland County Humane

Read More »

Jennifer Beagles

Jennifer Beagles Jennifer Beagles 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 Credentials Bachelor of Science in Financial Planning and Counseling – Purdue University, West Lafayette, IN Financial Paraplanner Qualified Professional™ Jennifer’s Words to

Read More »

Jennesa Schweinsberg

Jennesa Schweinsberg Jennesa Schweinsberg Client Service Representative Jennesa studied at Saginaw Valley State University and is actively involved with the Bay County Humane Society and Sheltered Angels Animal rescue. She takes pride in being organized, detail oriented and giving 110% to every task that she performs. Jennesa and her husband Erik live in Bay County and enjoy spending time fishing at their cabin. Midland, MI Credentials Saginaw Valley State University – Marketing & Management

Read More »

How can we help?

This field is for validation purposes and should be left unchanged.