Teams

Ethan Engelhardt Ethan Engelhardt Client Service Representative Ethan has an innate skill for connecting and building lasting relationships. He thoroughly enjoys providing value and helping others any way he can. He appreciates the vast landscape of personal finance because it allows him to satisfy his never-ending desire to always be learning and improving. He enjoys working with clients for the chance to make a direct impact on their lives and see those positive effects come

Lisa Vaillancourt Lisa Vaillancourt Client Service Representative Lisa has over a decade of experience in customer service. She learned as a former escrow officer to pay attention to detail while helping people, in some cases, achieve a huge milestone in their life. She feels the best part of working with SYM is getting to use her skills while learning something new each day. Everyone does their part and is always willing to help!   Midland, IN