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Heath Simcoe

October 10, 2022

Heath Simcoe Heath Simcoe Financial Advisor With over eight years of experience in the financial services industry, Heath serves his clients by walking alongside and guiding them to attain their life goals.  He focuses on learning about clients’ goals, outside of their financial aspirations, and knowing them and their families well.  He especially enjoys putting the financial puzzle together with a proven strategy.  Winona Lake, IN hsimcoe@sym.com Book an in-person meeting with Heath Book a

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Marissa Nowak

September 15, 2022

Marissa Nowak Marissa Nowak Client Service Representative Marissa has a lot of experience in the service industry. She enjoys helping clients achieve their own financial freedom and  focuses on knowing her clients uncommonly well so that she can help them in the best way possible. Her favorite part of working at SYM is the helpful culture in the company. Midland, MI mnowak@sym.com Credentials Bachelor of Science in Business Administration with Applied Business Communication Concentration –

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Valerie Sausaman

September 2, 2022

Valerie Sausaman Valerie Sausaman Client Service Representative Valerie brings attention to detail and thoroughness to the work she does at SYM.  Valerie values being able to assist clients with their financial goals, ideally enabling their life ambitions to come to fruition. Valerie says she especially loves how every SYM employee lives out the company values and is willing to lend a hand whenever needed. The work environment and services SYM offers is what led her

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Tyler Ostrom

June 15, 2022

Tyler Ostrom Tyler Ostrom Financial Advisor Tyler’s public accounting and corporate finance background is an asset for serving clients as he understands the tax experience better than many. Tyler says he has always had a service mindset and SYM allows that to bear fruit, both individually and as a group, for our clients. Winona Lake, IN tostrom@sym.com Book an in-person meeting with Tyler Book a virtual meeting with Tyler Credentials Bachelor of Science – Accounting

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Yolanda Taylor

May 13, 2022

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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Tyler Snover

February 11, 2022

Tyler Snover Tyler Snover Senior 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 tailored to each individual’s needs. With over five years of industry experience, Tyler plays a key role in developing new team members. He actively helps, trains, mentors, and supports emerging financial planners. In addition to his client work, Tyler

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