Investment Team Archives - SYM Financial Advisors -

Jordan Hofmann

June 30, 2023

Jordan Hofmann Jordan Hofmann Jordan is a Trader Jordan handles client trades and rebalancing. She has a knack for applying critical thinking when rebalancing portfolios. She is a detail oriented, ambitious learner. And she loves the encouraging and helpful culture at SYM. Fort Wayne, IN jhofmann@sym.com Credentials Bachelor of Science in Finance – Purdue University, Fort Wayne, IN Jordan’s Words to Live By “Whatever you do, work at it with all your heart, as working for

Logan Vinson

November 17, 2022

Logan Vinson Logan Vinson Logan is a Private Investment Operations Specialist. Logan has a strong understanding of private investments. He enjoys diving into the complexities of the portfolios that contain them as no two are alike. Fort Wayne, IN lvinson@sym.com Credentials Bachelor of Science in Finance and Economics – Purdue University, Fort Wayne, IN Logan’s Words to Live By “Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1” – Warren

Paul Dornbier

January 24, 2022

Paul Dornbier Principal and Senior Financial Analyst Paul’s greatest strength is financial analysis, particularly when deciphering world events and their impact on financial markets. He also enjoys delving into client circumstances and developing a financial roadmap to accomplish their goals. Fort Wayne, IN pdornbier@sym.com Credentials Bachelor of Business Administration, double major in Finance and Economics – University of Iowa, Iowa City, IA Chartered Financial Analyst® Chartered Alternative Investment Analyst Financial Risk Manager (FRM®) Community Volunteer,

Tami Hartman

January 24, 2022

Tami Hartman Lead Trader Tami has nearly three decades of experience working in the financial services industry and brings a specialty in trust operations. She has a knack for cutting through complexity and finding the most efficient way to accomplish a task. She brings a creative and caring touch to all that she does. Winona Lake, IN thartman@sym.com Credentials Bachelor of Arts in Sociology with a double concentration in Women and African-American Studies – Indiana

Tyler Todd

January 24, 2022

Tyler Todd Senior Compliance/Operations Specialist In his role as Compliance and Operations Specialist, Tyler draws from his experience in the financial services and construction industries. He’s committed to keeping the firm and its employees compliant, and he’s passionate about finding the most efficient and effective processes. Tyler’s always willing to help wherever needed. Winona Lake, IN ttodd@sym.com Credentials Bachelor of Arts in Business Administration – Augustana College, Rock Island, IL Community Member, Board of Trustees

Natalie Deatsman

January 24, 2022

Natalie Deatsman Natalie Deatsman 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 ndeatsman@sym.com Credentials Bachelor of Arts – DePauw University, Greencastle, IN Master of Business Administration – Davenport University, Grand Rapids, IN Financial

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