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Financial Planners

Gavin Gilpin

Gavin Gilpin Gavin Gilpin Financial Planner Gavin uses his analytical and relationship building skills daily.  He says he thrives knowing he is a part of helping clients obtain their financial goals and appreciates being on a team that is always willing to help. Mishawaka, IN Credentials Bachelor of Science in Finance – Purdue University, Fort Wayne, IN Community Supporter, Fort Wayne Humane Society Supporter, Black Pine Animal Sanctuary Gavin’s Words to Live By I

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Tyler Snover

Tyler Snover Tyler Snover Financial Planner Tyler combines his experience in financial planning with his technical and analytical knowledge to serve his clients. He enjoys building truly personalized financial plans and providing wealth management solutions that fit the uniqueness of the individual. He is driven by providing peace of mind to clients in all financial matters and delivering first class service. Midland, MI Credentials Bachelor of Business Administration, Summa Cum Laude – Northwood University

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Reba Davis

Reba Davis Senior Financial Planner I find satisfaction at work by “taming chaos,” whether in the form of a client’s financial situation or SYM’s internal processes and systems. I am also a helper by nature, which fits perfectly with my role as I get to help clients and SYM staff daily in a variety of ways. Fort Wayne, IN Credentials Bachelor of Science in Business Financial Services – Wright State University, Dayton, OH CERTIFIED

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Kristen Watson

Kristen Watson Financial Planner Kristen is very intuitive and detail oriented. Her favorite part of the job is being able to combine her analytical and interpersonal skills. She loves how this job enables her to help SYM clients achieve their financial goals while being able to form relationships with them. She is grateful for a SYM culture that allows her to grow each and every day as a better person, professional, and coworker. Winona Lake,

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Kristen Hendrickson

Kristen Hendrickson Kristen Hendrickson Financial Planner/Trader Kristen is organized and able to multi-task, both helpful skills in client service and in her role on the trading team. She enjoys working with SYM because she likes the client interaction. Kristen also appreciates that her colleagues have a genuine interest in and support of each other’s success and well-being, both in and outside of work. Mishawaka, IN Credentials Bachelor of Business Administration in International Business –

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Natalie Deatsman

Natalie Deatsman Natalie Deatsman Financial Planner and Trader I enjoy engaging with clients and getting to know them and their families. It is also great to be a part of the SYM family and see the benefits of true teamwork play out in the workplace as well as in a positive way for our clients. Midland, MI Credentials Bachelor of Arts – DePauw University, Greencastle, IN Master of Business Administration – Davenport University, Grand

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