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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 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 forget

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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 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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Tyler Ostrom

June 15, 2022

Tyler Ostrom Tyler Ostrom Principal and 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

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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 Financial Advisor 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. In addition to his client work, Tyler is committed to ensuring that the team consistently utilizes the most effective processes and strategies available, enhancing both client outcomes and operational excellence. Midland, MI tsnover@sym.com Book an

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