SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A woman with shoulder-length hair smiling at the camera for SYM Financial Advisors.

Rachel Badowski

June 15, 2023

Rachel Badowski Rachel Badowski Trader The best part of my job is helping clients reach their goals by putting their money to work for them! My favorite part about working with my SYM colleagues is that everyone is willing to help, and everyone celebrates one another’s successes. Mishawaka, IN rbadowski@sym.com @racheldobrzykowski Credentials Associate in Applied Science in Baking & Pastry Arts – Johnson & Wales University, Providence, RI Bachelor of Science in Hospitality & Business

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary wearing glasses, a light-colored dress shirt, and a blue blazer.

Logan Timbrook

January 13, 2023

Logan Timbrook Logan Timbrook Financial Advisor Logan is a very detail oriented person who usually has a plan A, B and C! He desires meaningful relationships and aims to be a trusted confidante and truth teller to his clients. He says, “I enjoy the problem-solving nature of the advisor role and those moments when a client’s life changes for the better based on my recommendations & planning.” Fort Wayne, IN ltimbrook@sym.com @logan-timbrook-cfp%C2%AE-cka%C2%AE-178724a4 Credentials Bachelor of

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisor in a navy suit jacket and white dress shirt smiling at the camera.

Keith Beers

January 12, 2023

Keith Beers Keith Beers Manager of Financial Planners/Financial Advisor Prior to gaining his experience in corporate finance and consulting, Keith spent ten years active duty in the Marine Corps as an Officer and AH-1Z pilot.  What he most enjoys about working at SYM is partnering with clients to support the fulfillment of their financial goals.   Winona Lake, IN kbeers@sym.com @beerskeith Credentials Bachelor of Arts in Psychology, Cum Laude, Georgia Southern University Master of Science in

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A professional headshot of a SYM Financial Advisors commission-free fiduciary wearing a white collared shirt and a navy blue suit jacket.

Logan Vinson

November 17, 2022

Logan Vinson Logan Vinson Financial Analyst Logan has a strong understanding of private investments.  He enjoys diving into the complexities of the portfolios that contain them as no two are alike. Fort Wayne, IN lvinson@sym.com @logan-vinson Credentials Bachelor of Science in Finance and Economics – Purdue University, Fort Wayne, IN Chartered Financial Analyst® Chartered Alternative Investment Analyst® CERTIFIED FINANCIAL PLANNER® Logan’s Words to Live By “Rule No. 1: Never lose money. Rule No. 2: Never

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling blonde woman wearing a dark red blouse representing SYM Financial Advisors.

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 @marissa-nowak Credentials Bachelor of Science in Business Administration with Applied Business Communication Concentration

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A woman with shoulder-length wavy hair wears a blue and white striped blazer over a white top.

Valerie Sausaman

September 2, 2022

Valerie Sausaman Valerie Sausaman Financial Planner 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 to

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