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Macy Coney

June 13, 2025

Macy Coney Macy Coney Client Service Representative Macy thrives on organization and efficiency.  She focuses on maintaining a strong level of productivity in the work she does for clients.  She remarks that she genuinely cherishes learning and growing alongside her colleagues every day.   Fort Wayne, IN mconey@sym.com Credentials Bachelor of Science in Finance – Purdue University, Lafayette, IN Financial Paraplanner Qualified Professional™ Words to Live By “Be grateful for small things, big things, and

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Johnny Woehnker

April 10, 2025

Johnny Woehnker Johnny Woehnker Financial Analyst In the investment department, Johnny thrives when analyzing data and research in the pursuit of improving clients’ lives. Fort Wayne, IN jwoehnker@sym.com Credentials Bachelor of Science in Accounting and Finance – Purdue University, West Lafayette, IN Chartered Financial Analyst® Johnny’s Words to Live By “Don’t be pushed by your problems. Be led by your dreams.”  – Ralph Waldo Personal Pursuits Johnny stays active playing tennis, bike riding, and traveling

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Courtney Goessler

April 9, 2025

Courtney Goessler Courtney Goessler Client Service Representative Courtney is proud of the level of service each client receives here at SYM, and she is an important part of it.  She says that she thrives working alongside colleagues who share their knowledge and willingness to help every day. Indianapolis, IN cgoessler@sym.com Credentials Bachelor of Science in Finance – Butler University, Indianapolis, IN Financial Paraplanner Qualified Professional™ Community Member, Volunteer Member  Courtney’s Words to Live By Show

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Zach Kern

April 3, 2025

Zach Kern Retirement Plan Specialist Zach enjoys providing white glove client service and developing meaningful relationships.  He is focused on recommending what’s in the client’s best interest and always learning with those around him. Fort Wayne, IN zkern@sym.com Credentials Bachelor of Science in Economics and Finance– Bethel University, Mishawaka, IN Bachelor of Arts in Business Management– Bethel University, Mishawaka, IN Community Member, Worship Team at Pathway Community Church Zach’s Words to Live By A man

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Lelah Larson

March 28, 2025

Lelah Larson Lelah Larson Financial Planner Lelah enjoys the attention to detail that goes into creating financial plans tailored to clients’ specific needs and goals. She finds it rewarding to provide personalized service to clients and their families that positively impacts their lives. Lelah says she is proud of the people-centered culture at SYM. Midland, MI llarson@sym.com Credentials Bachelor of Science in Education, Summa Cum Laude Western Michigan University, Kalamazoo, MI Master of Science in

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Victoria Atkins

March 27, 2025

Victoria Atkins Victoria Atkins Financial Planner Victoria finds joy in educating clients about their financial options, empowering them to make informed decisions. She enjoys seeing the positive impact that sound financial planning can have on their life.  One of her favorite parts of working with clients revolves around creating personalized strategies to help them achieve their unique goals.    Midland, MI vatkins@sym.com Credentials Bachelor of Science in Agricultural Economics Texas A&M University, College Station, TX

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