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Tami Hartman

Tami Hartman Lead Trader Tami has nearly three decades of experience working in the financial services industry and brings a specialty in trust operations.  She has a knack for cutting through complexity and finding the most efficient way to accomplish a task. She brings a creative and caring touch to all that she does.  Winona Lake, IN thartman@sym.com Credentials Bachelor of Arts in Sociology with a double concentration in Women and African-American Studies – Indiana

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Tom Ackmann

Thomas Ackmann Principal, Senior Retirement Plan Advisor Tom’s professional experience positions him to understand the rewards and challenges of offering a qualified retirement plan. His two decades of experience in all aspects of recordkeeping, compliance, design, and participant education provides a unique perspective that considers the sponsor, the plan and the participants. Fort Wayne, IN tackmann@sym.com Credentials Bachelor of Arts, Communications, Cum Laude – Concordia University, River Forest, IL Community Member, Board of Directors, Fort

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Tyler Todd

Tyler Todd Compliance/Operations Specialist In his role as Compliance and Operations Specialist, Tyler draws from his experience in the financial services and construction industries. He’s committed to keeping the firm and its employees compliant, and he’s passionate about finding the most efficient and effective processes. Tyler’s always willing to help wherever needed. Winona Lake, IN ttodd@sym.com Credentials Bachelor of Arts in Business Administration – Augustana College, Rock Island, IL Tyler’s Words to Live By When

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Val Schoch

Val Schoch Client Service Representative Beginning work at age fifteen in the family restaurant business, Val developed useful skills in customer service and bookkeeping.  Working at a credit union provided experience in the financial field, giving her a well-rounded perspective for serving SYM clients.  Val enjoys working with others and meeting new faces.  She says she chooses to work at SYM for its strong ethics and structure. Indianapolis, IN vschoch@sym.com Credentials Working towards a Bachelor

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Kaleigh Stoddard

Kaleigh Stoddard Senior Financial Planner. Kaleigh is a planner, educator, and helper by nature, which suits her well in her role as Training Coordinator and a mentor for new Financial Planners and Advisors. These qualities also allow her to serve her clients and teammates uncommonly well. Kaleigh values the wealth of knowledge and experience her colleagues bring to SYM, and she strives to continue learning and challenging herself each day. Fort Wayne, IN kstoddard@sym.com Credentials

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Kristen Watson

Kristen Watson Financial Planner Kristen is very intuitive and detail oriented. Her favorite part of the job is being able to combine her analytical and interpersonal skills. She loves how this job enables her to help SYM clients achieve their financial goals while being able to form relationships with them. She is grateful for a SYM culture that allows her to grow each and every day as a better person, professional, and coworker. Winona Lake,

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