Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Teams

picture of Matthew Pegg

Matthew Pegg

Matthew Pegg Matthew Pegg Client Service Representative Matthew is detail-oriented and responsive. His knowledge of the many different account types in the financial industry leaves him equipped to serve well. He is a great contributor to the Indianapolis team.  Indianapolis, IN mpegg@sym.com Credentials Bachelor of Science in Consumer Science with a focus on Financial Counseling and Planning – Purdue University Matthew’s Words to Live By “Life Happens.” Personal Pursuits Matthew’s goal is to earn his

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Yolanda Taylor

Yolanda Taylor Yolanda Taylor Staff Accountant Yolanda loves working with numbers.  She enjoys helping keep the finances in order for SYM.  She says a favorite part of her job is working alongside so many helpful people. Fort Wayne, IN ytaylor@sym.com Credentials Bachelor of Science in Finance – University of South Florida Yolanda’s Words to Live By The future belongs to those who believe in the beauty of their dreams.   Personal Pursuits Yolanda spends her

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A man with short, dark hair, a neatly trimmed beard, and a light complexion is smiling. He is dressed in a blue suit, white shirt, and a striped maroon tie. The background is blurred but appears to be an indoor setting.

Brandon Fry

Brandon Fry Brandon Fry Client Service Representative Continuous improvement motivates Brandon. He prides himself on his ability to evolve and adapt to new situations. A favorite part of his job at SYM is working with unique individuals to help them achieve their goals.  He enjoys learning the stories of the people he serves. He appreciates the welcoming culture at SYM and how his colleagues jump in to help whenever needed. Fort Wayne, IN bfry@sym.com Credentials

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A young man with short dark hair is smiling at the camera. He is wearing a blue blazer over a light-colored shirt with a subtle pattern. The background features large windows with blurred outdoor scenery.

Tyler Snover

Tyler Snover Tyler Snover Financial Planner Tyler combines his experience in financial planning with his technical and analytical knowledge to serve his clients. He enjoys building truly personalized financial plans and providing wealth management solutions that fit the uniqueness of the individual. He is driven by providing peace of mind to clients in all financial matters and delivering first class service. Midland, MI tsnover@sym.com Credentials Bachelor of Business Administration, Summa Cum Laude – Northwood University

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Rhonda Peugh

Rhonda Peugh Financial Planner Rhonda takes a patient and kind approach to serving her clients. She believes that SYM really does put clients first, and cares genuinely about its employees, which creates an ideal setting for uncommon service. The opportunity to develop personal relationships while providing financial plans is very rewarding to her. Winona Lake, IN rpeugh@sym.com Credentials Bachelor of Science in Business Administration and Psychology – Grace College, Warsaw, IN Financial Paraplanner Qualified Professional ™

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A woman with shoulder-length curly dark hair smiles at the camera. She is wearing a purple cardigan over a red top, and a necklace with interlocking circles. The background is softly blurred, showing large windows and a light-filled room.

Reba Davis

Reba Davis Wealth Management Operations Coordinator and Senior Financial Planner I thrive at work when I am making improvements and delivering solutions, 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 rdavis@sym.com Credentials Bachelor of Science in Business

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