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 professional headshot of a smiling SYM Financial Advisors fiduciary in a navy blazer and a button-down shirt.

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 @tyler-ostrom-cfp%C2%AE-cpa-mba-6010b7113 Credentials Bachelor of Science – Accounting and Finance,Ball State University Master of Business Administration –

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A professional portrait of a SYM Financial Advisors fiduciary wearing a dark blazer.

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 @yolandac 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

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling man in a suit jacket and collared shirt representing SYM Financial Advisors.

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 @tylerdsnover-cfp Credentials

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors consultant with wavy light brown hair, wearing glasses and a navy blue top.

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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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors fiduciary in a dark blazer and maroon top looks toward the camera.

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 @rebadavis Credentials Bachelor of Science in

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling SYM Financial Advisors consultant wearing a blue button-down shirt and a black blazer.

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 @paul-dornbier-cfa-caia-frm-62782326 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

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