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Client Service Team

Julie Shepherd

Julie Shepherd Principal and Client Service Manager Julie has more than 13 years of experience in the Client Service Representative role and now manages the client service team across its five offices. Her favorite part of the job is focusing on the SYM 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

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Val Schoch

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 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 Credentials Working towards a Bachelor

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Savannah Hillyard

Savannah Hillyard Savannah Hillyard Senior 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

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Jodie Wolfe

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 Credentials Bachelor of

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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

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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

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