A woman with long, wavy light brown hair and blonde highlights is smiling at the camera. She is wearing a black top and a gold necklace with a small pendant. The background is composed of blurred dark and light brown hues.

Jessica Way

Jessica Way Jessica Way 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 carries

Read More »
woman with short blond hair and glasses

Anne Randall

Anne Randall Anne Randall Senior 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 arandall@sym.com Credentials Bachelor of Arts in History – Saginaw Valley State University, University Center, MI Financial Paraplanner Qualified Professional ™ Community Supporter, Midland County

Read More »
A woman with long, straight black hair is smiling at the camera. She is wearing a light pink top and dangling earrings. The background is softly blurred, featuring earthy tones with a hint of greenery in the back.

Jennifer Beagles

Jennifer Beagles Jennifer Beagles Senior 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 jbeagles@sym.com Credentials Bachelor of Science in Financial Planning and Counseling – Purdue University, West Lafayette, IN Financial Paraplanner Qualified Professional™ Jennifer’s Words

Read More »
A woman with long dark hair is smiling at the camera. She is wearing a black blazer over a light pink blouse and is seated against a plain background.

Jennesa Schweinsberg

Jennesa Schweinsberg Jennesa Schweinsberg Senior 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, IN jschweinsberg@sym.com Credentials Saginaw Valley State University – Marketing &

Read More »

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.