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Financial Planners

Scott Soptick

Scott Soptick Scott Soptick Financial Planner In his role as Financial Planner, Scott organizes various financial data, performs detailed tax return reviews and participates in SYM’s year-round tax planning initiatives. He’s passionate about educating others in a way that simplifies complex federal and state tax issues, helping them to best utilize the many tax-saving opportunities available. Winona Lake, IN Credentials Bachelor of Science in Business Administration – Kansas State University Master of Accountancy –

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Stephen Lawler

Stephen Lawler Stephen Lawler Financial Planner Coming from a background of client service, Stephen’s favorite part of his job is building relationships and providing peace-of-mind to his clients through the financial planning that he does for them.  He appreciates being part of a team that has a wealth of knowledge and a common goal to provide world-class service. Midland, MI Credentials Bachelor of Science in Management – Eli Broad College of Business, Michigan State

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