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Tami Hartman

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 Credentials Bachelor of Arts in Sociology with a double concentration in Women and African-American Studies – Indiana

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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 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 Rapids, IN Financial

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Deb Jones

Deb Jones Deb Jones Deb is a Trader Deb handles client trades and rebalancing. She works closely with advisors in an effort to optimize portfolios. Deb has always marveled at how so many different personalities come together at SYM and seem to consistently find common ground. She values the family culture at SYM. Winona Lake, IN Credentials Bachelor of Science in Finance – Ball State University, Muncie, IN Financial Paraplanner Qualified Professional ™ Deb’s

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