Betsy is a Client Service Representative. Get to know Betsy.


Betsy has 28 years of customer service experience. Her career has always encompassed customer-focused responsibilities. Betsy is analytical and she has a special knack for researching and solving problems. Providing compassionate, comprehensive service is very rewarding to her. Her favorite part of working at SYM is the teamwork.


Financial Paraplanner Qualified Professional ™

Favorite Book

Dispatches from the Edge by Anderson Cooper

Personal Pursuits

Betsy will tell you that her family is her greatest blessing. She admits a bit of an addiction to adopting shelter dogs. Music and wine are her vices.