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Renae Cordwell

October 13, 2025

Renae Cordwell Renae Cordwell Renae is a Financial Planner Renae brings both attention to detail and a deep commitment to helping clients feel confident about their financial future. She applies her analytical and empathetic talents to translate complex financial concepts into clear and actional steps. She values integrity, consistency, and building genuine relationships that are based on trust.  Her favorite thing about working at SYM is having a shared goal with colleagues of putting clients’

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Josh Scheurich

August 5, 2025

Josh Scheurich Josh Scheurich Financial Planner Josh’s experience serving clients in the insurance industry has taught him the value of establishing trust. He believes when you are trusted, you can truly help and make a positive impact on lives. The favorite part of his job is seeing the sense of relief in a client’s face when he delivers a comprehensive financial plan.  Indianapolis, IN jscheurich@sym.com Credentials Bachelor of Science in Business Administration– Ball State University,

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Lelah Larson

March 28, 2025

Lelah Larson Lelah Larson Financial Planner Lelah enjoys the attention to detail that goes into creating financial plans tailored to clients’ specific needs and goals. She finds it rewarding to provide personalized service to clients and their families that positively impacts their lives. Lelah says she is proud of the people-centered culture at SYM. Midland, MI llarson@sym.com Credentials Bachelor of Science in Education, Summa Cum Laude Western Michigan University, Kalamazoo, MI Master of Science in

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Victoria Atkins

March 27, 2025

Victoria Atkins Victoria Atkins Financial Planner Victoria finds joy in educating clients about their financial options, empowering them to make informed decisions. She enjoys seeing the positive impact that sound financial planning can have on their life.  One of her favorite parts of working with clients revolves around creating personalized strategies to help them achieve their unique goals.    Midland, MI vatkins@sym.com Credentials Bachelor of Science in Agricultural Economics Texas A&M University, College Station, TX

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Elsie Dominguez

January 7, 2025

Elsie Dominguez Elsie Dominguez Financial Planner Elsie leverages her interpersonal skills along with her technical expertise in financial planning to create personalized financial plans for SYM clients. She values the growth-oriented and supportive culture at SYM which challenges her to develop professionally every day. Midland, MI edominguez@sym.com Credentials Bachelor of Arts in Political Science and Public Health– University of California, Irvine Professional Certificate in Accounting- University of California, Santa Barbara Elsie’s Words to Live By

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Ethan Engelhardt

June 20, 2024

Ethan Engelhardt Ethan Engelhardt Financial Planner 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 to

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