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Marissa Nowak

Marissa Nowak Marissa Nowak Client Service Representative Marissa has a lot of experience in the service industry. She enjoys helping clients achieve their own financial freedom and  focuses on knowing her clients uncommonly well so that she can help them in the best way possible. Her favorite part of working at SYM is the helpful culture in the company. Midland, MI Credentials Bachelor of Science in Business Administration with Applied Business Communication Concentration –

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Gavin Gilpin

Gavin Gilpin Gavin Gilpin Financial Planner Gavin uses his analytical and relationship building skills daily.  He says he thrives knowing he is a part of helping clients obtain their financial goals and appreciates being on a team that is always willing to help. Mishawaka, IN Credentials Bachelor of Science in Finance – Purdue University, Fort Wayne, IN Community Supporter, Fort Wayne Humane Society Supporter, Black Pine Animal Sanctuary Gavin’s Words to Live By I

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Josh McDaniel

Josh McDaniel Josh McDaniel Client Service Representative Josh brings attention to detail, determination, and the desire to help others. He possesses a level of  understanding that all things are connected and that an individual’s financial health can be key to finding happiness and health in other aspects of their life. He hopes that in helping people achieve their goals, they feel empowered to do the same for others.  Mishawaka, IN Credentials Bachelor of Science

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Valerie Sausaman

Valerie Sausaman Valerie Sausaman Client Service Representative Valerie brings attention to detail and thoroughness to the work she does at SYM.  Valerie values being able to assist clients with their financial goals, ideally enabling their life ambitions to come to fruition. Valerie says she especially loves how every SYM employee lives out the company values and is willing to lend a hand whenever needed. The work environment and services SYM offers is what led her

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Samantha Foor

Samantha Foor Samantha Foor Client Service Representative Samantha has a big heart for clients and fellow coworkers. She says her mission is to display kindness and inspire a smile from all who cross her path. Midland, MI Credentials Bachelor of Business Administration – Baker College, Owosso, MI Community Volunteer, Messiah Lutheran Church Samantha’s Words to Live By “It is not about win or lose, it is about do you accept the challenge.”  – Greenlights

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Tyler Ostrom

Tyler Ostrom Tyler Ostrom Tyler is a 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 Credentials Bachelor of Science – Accounting and Finance,Ball State University Master of Business Administration –

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