SYM logo


Sheila McLaughlin

Sheila McLaughlin Retirement Plan Specialist For 13 years, Sheila worked with SYM in a Third-Party Administer role and in 2014 she began her current job as retirement plan consultant. Sheila’s responsibilities include compliance testing, government reporting, and oversight of qualified plan record keeping systems. Fort Wayne, IN Personal Pursuits Sheila loves spending time with her husband, Bert, and their three children: Karissa, Braxton, and Kendall. Get Sheila’s Help As life events and stages demand

Read More »

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 Credentials Bachelor of Arts in Sociology with a double concentration in Women and African-American Studies – Indiana

Read More »

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 Credentials Bachelor of Arts, Communications, Cum Laude – Concordia University, River Forest, IL Community Member, Board of Directors, Fort

Read More »

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 Credentials Bachelor of Arts in Business Administration – Augustana College, Rock Island, IL Community Member, Board of Trustees Tyler’s

Read More »

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 Credentials Working towards a Bachelor

Read More »

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,

Read More »

How can we help?

This field is for validation purposes and should be left unchanged.