SYM logo white
young man with brown hair in a black suit coat with a burgundy patterned button down shirt

Taylor Anderson

March 27, 2026

Taylor Anderson Taylor Anderson Client Service Representative Taylor recently returned to his Midwest stomping grounds after living in California the first leg of his career.  He brings a personal commitment of service to his role and says, “I cherish building relationships with clients and doing all I can to assist them. My SYM teammates are all quality, high-value driven people. I know that I can count on them.” Winona Lake, IN tanderson@sym.com Credentials Bachelor of

Read More »
young man with brown wavy hair in a shite shirt and dark suitcoat

Bryan Aanderud

January 7, 2026

Bryan Aanderud Bryan Aanderud Bryan is a Financial Advisor Bryan has a talent for simplifying complex financial concepts and translating them into clear, actionable plans. He is passionate about helping clients gain confidence in their financial future and approach the future with clarity and peace of mind. Bryan’s favorite part of working with his colleagues is collaboration and shared commitment to doing what is best for the client. Winona Lake, IN baanderud@sym.com Credentials Master of

Read More »
Young woman with long black hair in a red blazer smiling

Madison Coffman

December 22, 2025

Madison Coffman Madison Coffman Human Resources Generalist Madison brings a creative, improvement-focused mindset to her role as an HR Generalist. She enjoys the variety in HR and finding intentional solutions that improve employee experience. At SYM, she enjoys building trust and fostering meaningful connections with employees. Winona Lake, IN mcoffman@sym.com Credentials Bachelor of Science in Hospitality and Tourism Management – Purdue University, West Lafayette, IN Community Volunteer, Marketing and Events Member, Northeast Indiana Human Resources

Read More »
a young woman with long brown hair seated in a black blouse smiling

Ashleigh Webster

December 3, 2025

Ashleigh Webster Ashleigh Webster Client Service Representative Ashleigh brings a collaborative and supportive mentality to her work. She is an incredibly quick study and enjoys learning all she can in the financial industry.  And one of the most endearing things about her is her infectious laugh. Winona Lake, IN awebster@sym.com Credentials Bachelor of Science in Education – Winona Lake, IN Master of Science in Literacy Community Volunteer – Elementary Robotic Teams and Girls STEM Clubs

Read More »
young man with short hair in a gray suit coat with a white shirt and black tie

Ammon Stutz

November 6, 2025

Ammon Stutz Ammon Stutz Financial Advisor Ammon enjoys problem solving and providing excellent service to his clients. Service, integrity, and personal excellence are his priorities in the relationships that he builds. He says, “People here at SYM have a service-leadership mindset in their interactions with colleagues and clients; an attribute that is unmatched.” Midland, MI astutz@sym.com Credentials Bachelor of Science in Communications – Brigham Young University-Idaho Master of Business Administration – Boise State University Community

Read More »
A woman with dark long hair and dark skin in a black blazer with pink collared shirt underneath.

Renae Cordwell

October 13, 2025

Renae Cordwell Renae Cordwell Renae is a Financial Planner Renae brings both attention to detail and a deep commitment to helping clients feel confident about their financial future. She applies her analytical and empathetic talents to translate complex financial concepts into clear and actional steps. She values integrity, consistency, and building genuine relationships that are based on trust.  Her favorite thing about working at SYM is having a shared goal with colleagues of putting clients’

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here