Scott Soptick
Scott Soptick
Financial Planner
In his role as Financial Planner, Scott organizes various financial data, performs detailed tax return reviews and participates in SYM’s year-round tax planning initiatives.
He’s passionate about educating others in a way that simplifies complex federal and state tax issues, helping them to best utilize the many tax-saving opportunities available.
Credentials
Bachelor of Science in Business Administration – Kansas State University
Master of Accountancy – Kansas State University; Licensed Certified Public Accountant
Certified Public Accountant
Community
Member, Indiana CPA Society
Treasurer, Board of Directors, Kosciusko Community YMCA
Scott’s Words to Live By
Plans fail for lack of counsel, but with many advisers they succeed.
Personal Pursuits
Scott enjoys following his hometown professional sports teams and living an active lifestyle with his wife Emily. Golf, hiking, weightlifting, and walking the Winona Lake Trails are among his favorites.
Get Scott’s Help
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Warsaw work for you call 800-888-7968 or email info@SYM.com.
