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Rhonda Peugh

Rhonda Peugh Client Service Representative Rhonda loves working with SYM clients, and the personal relationships that are built. She says she is especially fond of the professional environment and amazing people she works alongside at SYM. She believes that SYM really does put client’s first, and cares genuinely about its employees, which creates an ideal setting for uncommon service. The opportunity to develop personal relationships while providing exceptional service is very rewarding to her. Winona

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Reba Davis

Reba Davis Senior Financial Planner I find satisfaction at work by “taming chaos,” whether in the form of a client’s financial situation or SYM’s internal processes and systems. I am also a helper by nature, which fits perfectly with my role as I get to help clients and SYM staff daily in a variety of ways. Fort Wayne, IN Credentials Bachelor of Science in Business Financial Services – Wright State University, Dayton, OH CERTIFIED

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Paul Dornbier

Paul Dornbier Senior Financial Analyst Paul’s greatest strength is financial analysis, particularly when deciphering world events and their impact on financial markets. He also enjoys delving into client circumstances and developing a financial roadmap to accomplish their goals. Fort Wayne, IN Credentials Bachelor of Business Administration, double major in Finance and Economics – University of Iowa, Iowa City, IA Chartered Financial Analyst® Chartered Alternative Investment Analyst Community Volunteer, HOPE for Animals Paul’s Words to

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Octavian Sayumwe

Octavian Sayumwe Financial Advisor Octavian loves utilizing his personal finance knowledge to create a customized financial plan that aligns with each client’s goals and values. His favorite part about working with SYM clients is getting to know each unique story. He respects that each story is different. Just as each story is unique, so is each person’s financial situation. Mishawaka, IN Credentials Bachelor of Business Administration- Bethel College, Mishawaka, IN Chartered Retirement Plans SpecialistSM

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Steve Yeager

Steve Yeager Steve Yeager Principal, Senior Financial Advisor Steve brings over two decades of experience in financial services. He specializes in working with private business owners and corporate executives on their financial plans. He spent ten years as a Naval officer and F-14 pilot. He resigned as a Lieutenant Commander in 2000. Winona Lake, IN Credentials Bachelor of Science – United States Naval Academy Masters of Business Administration – College of William and Mary

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Steve Saylor

Steve Saylor IT Manager Steve has been taking things apart and putting them back together since before he could walk. He brings to SYM 25 years of experience consulting, directing and implementing large scale IT projects.  Having been a CIO consultant for over four dozen financial institutions, hospitals and health care facilities, as well as many manufacturers and non-profit organizations, his expertise is a big asset to SYM.  Steve says, “I love getting up each and

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