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Teams

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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, MI

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Melissa Schenkel

February 21, 2024

Melissa Schenkel Melissa Schenkel Marketing Director Melissa is a networker, brander, and storyteller for SYM.  A communications strategist, she directs the firm’s public relations and marketing plan. Fort Wayne, IN mschenkel@sym.com Credentials Master of Arts in Public Relations & Journalism – Ball State University, Muncie, IN Bachelor of Arts in Telecommunications– Ball State University, Muncie, IN Community Board Chair, Visit Fort Wayne Board Member, Turnstone Board Member, Arts United Board Member, Purdue Fort Wayne Foundation

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Ben Streeter

January 17, 2024

Ben Streeter Ben Streeter Financial Advisor I enjoy working with clients and providing confidence that their goals are achievable. What I enjoy most is designing a personalized financial plan that is meaningful to a client. I love that SYM has professionals that are experts in their field. Collaboration among the team allows our expertise to be best utilized for our clients. Fort Wayne, IN bstreeter@sym.com Credentials Bachelor of Science in Finance– Indiana University, Fort Wayne,

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Brontie Wright

January 17, 2024

Brontie Wright Brontie Wright System Administrator A lifelong learner with a talent for IT administration, Brontie works to keep things working behind the scenes. She enjoys helping team members tackle tech issues that come their way. Her favorite part of her job is finding solutions that work better than the previous way.  Fort Wayne, IN bwright@sym.com Credentials Bachelor of Science – Butler University, Indianapolis, IN CompTIA Security+ Certification  Network+ Certification   Microsoft MD 100 Certification  Microsoft

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Adam Cash

September 11, 2023

Adam Cash Adam Cash Financial Planner Adam is passionate about personal finance and believes everyone can succeed financially with the right plan. He loves to dig into the details and help lead clients down the best path to reach their goals by building a comprehensive financial plan for them. Adam is a fiduciary at heart, and truly wants what is best for others. Indianapolis, IN acash@sym.com Credentials Bachelor of Science in Finance – Ball State

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Jordan Hofmann

June 30, 2023

Jordan Hofmann Jordan Hofmann Jordan is a Trader Jordan handles client trades and rebalancing. She has a knack for applying critical thinking when rebalancing portfolios.  She is a detail oriented, ambitious learner. And she loves the encouraging and helpful culture at SYM. Fort Wayne, IN jhofmann@sym.com Credentials Bachelor of Science in Finance – Purdue University, Fort Wayne, IN Jordan’s Words to Live By “Whatever you do, work at it with all your heart, as working for

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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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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 or Form CRS, which is available upon request.

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