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Rhonda Peugh

January 24, 2022

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

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Reba Davis

January 24, 2022

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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Paul Dornbier

January 24, 2022

Paul Dornbier Principal and Senior Financial Analyst Paul’s greatest strength is financial analysis, particularly when deciphering world events and their impact on financial markets. He also enjoys delving into client circumstances and developing a financial roadmap to accomplish their goals. Fort Wayne, IN pdornbier@sym.com Credentials Bachelor of Business Administration, double major in Finance and Economics – University of Iowa, Iowa City, IA Chartered Financial Analyst® Chartered Alternative Investment Analyst Financial Risk Manager (FRM®) Community Volunteer,

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Octavian Sayumwe

January 24, 2022

Octavian Sayumwe Octavian Sayumwe Principal and Financial Advisor Octavian enjoys utilizing his personal finance knowledge to create a customized financial plan that aligns with each client’s goals and values. His favorite part about working with SYM clients is getting to know each unique story. He respects that each story is different. Just as each story is unique, so is each person’s financial situation and the planning that surrounds it. Mishawaka, IN osayumwe@sym.com Book an in-person

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Steve Yeager

January 24, 2022

Steve Yeager Steve Yeager Principal, Senior Financial Advisor Steve brings over two decades of experience in financial services. His specialty is working with private business owners and corporate executives on their financial plans.  He also serves on the SYM Investment Committee and is the Warsaw Area Leader. Steve spent ten years as a Naval officer and F-14 pilot. He resigned as a Lieutenant Commander in 2000.   Winona Lake, IN syeager@sym.com Book an in-person meeting with

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Steve Saylor

January 24, 2022

Steve Saylor Steve Saylor IT Director Steve has been taking things apart and putting them back together since before he could walk. He brings to SYM more than 25 years of experience consulting, directing and implementing large scale IT projects.  Having been a CIO consultant for over four dozen financial institutions, hospitals and health care facilities, as well as many manufacturers and non-profit organizations, his expertise is a big asset to SYM.  Steve says, “I love

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