Financial Planners

Rhonda Peugh Financial Planner Rhonda takes a patient and kind approach to serving her clients. She believes that SYM really does put clients first, and cares genuinely about its employees, which creates an ideal setting for uncommon service. The opportunity to develop personal relationships while providing financial plans is very rewarding to her. Winona Lake, IN rpeugh@sym.com Credentials Bachelor of Science in Business Administration and Psychology – Grace College, Warsaw, IN Financial Paraplanner Qualified Professional ™

Kristen Watson Senior 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

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 ssoptick@sym.com Credentials Bachelor of Science in Business Administration – Kansas State University Master of Accountancy –