Tyler Ostrom Tyler Ostrom Principal and Financial Advisor Tyler’s public accounting and corporate finance background is an asset for serving clients as he understands the tax experience better than many. Tyler says he has always had a service mindset and SYM allows that to bear fruit, both individually and as a group, for our clients. Winona Lake, IN tostrom@sym.com Book an in-person meeting with Tyler Book a virtual meeting with Tyler Credentials Bachelor
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,
Octavian Sayumwe Principal and Financial Advisor Octavian enjoys utilizing his personal finance knowledge to create a customized financial plan that aligns with each client’s goals and values. His favorite part about working with SYM clients is getting to know each unique story. He respects that each story is different. Just as each story is unique, so is each person’s financial situation and the planning that surrounds it. Mishawaka, IN osayumwe@sym.com Book an in-person meeting
Steve Yeager Steve Yeager Principal, Senior Financial Advisor Steve brings over two decades of experience in financial services. His specialty is working with private business owners and corporate executives on their financial plans. He also serves on the SYM Investment Committee and is the Warsaw Area Leader. Steve spent ten years as a Naval officer and F-14 pilot. He resigned as a Lieutenant Commander in 2000. Winona Lake, IN syeager@sym.com Credentials Bachelor of Science –
Rick Harrison Principal, Senior Financial Advisor Rick brings more than 30 years of experience in the investment management and trust industry. He has a consistent and dependable way of educating clients on different aspects of portfolio management and financial planning. He serves on the SYM Investment Committee and is the Indianapolis Area Leader. When it comes to financial advice, he is a knowledgeable friend to have in Indianapolis. Indianapolis, IN rharrison@sym.com Credentials Master of Business
Julie Shepherd Principal and Client Service Manager Julie has more than 20 years of experience working in client service for SYM. She manages the client service team across its five offices. Her favorite part of the job is focusing on the client experience. She thrives on serving uncommonly well. She has a genuine heart for servanthood and feels that SYM is a special kind of family that lives this value. Winona Lake, IN jshepherd@sym.com Credentials
