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Glen Schroering

February 7, 2025

Glen Schroering Glen Schroering Client Service Representative Glen has years of customer service experience. He finds satisfaction in minding the details in building relationships and helping clients reach their goals. Glen appreciates SYM’s emphasis on personalized service and that SYM serves as a fiduciary for all clients. Indianapolis, IN gschroering@sym.com Credentials Bachelor of Science in Economics with concentration in Finance – Purdue University, West Lafayette, IN Glen’s Words to Live By “Act now, so that

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Elsie Dominguez

January 7, 2025

Elsie Dominguez Elsie Dominguez Financial Planner Elsie leverages her interpersonal skills along with her technical expertise in financial planning to create personalized financial plans for SYM clients. She values the growth-oriented and supportive culture at SYM which challenges her to develop professionally every day. Midland, MI edominguez@sym.com Credentials Bachelor of Arts in Political Science and Public Health– University of California, Irvine Professional Certificate in Accounting- University of California, Santa Barbara Elsie’s Words to Live By

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Alissa Morgan

October 24, 2024

Alissa Morgan Alissa Morgan Client Service Representative Alissa strives to hit deadlines and exceed expectations. Goal-oriented, she uses her developing education to grow as an employee and person. Alissa remarks, “I love working at SYM because everyone is so friendly… and committed to jumping in to help support one another.”   Fort Wayne, IN amorgan@sym.com Credentials Student pursuing Bachelor of Finance & Accounting – Purdue University, Fort Wayne, IN Community Fort Wayne Children’s Zoo –

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bio image of male Ethan Englehart

Ethan Engelhardt

June 20, 2024

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

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bio image of female Bailey Taylor

Bailey Taylor

June 19, 2024

Bailey Taylor Bailey Taylor Client Service Representative Bailey’s attention to detail and strong communication skills enable her to build solid relationships with clients. A fun fact about Bailey is that she started as an intern, and she says the “friendly environment, everyone’s willingness to help, and the way SYM serves their clients” is why she decided full time employment was a perfect fit.   Fort Wayne, IN btaylor@sym.com Credentials Bachelor of Science in Business –

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A woman with shoulder-length, light brown hair smiles while looking directly at the camera. She is wearing a black top with a necklace that has a small pendant. The background features a large window with natural light coming through.

Lisa Vaillancourt

April 17, 2024

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

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Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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