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.

Valerie Sausaman

A smiling consultant from SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, stands in an office looking at the camera.

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 choosing a career with SYM.

Winona Lake, IN

vsausaman@sym.com

@valerie-sausaman

Credentials

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Purdue University logo featuring the black and gold “P” emblem next to the university name.

Bachelor of Science in Finance – Purdue University, West Lafayette, IN

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Financial Paraplanner Qualified Professional logo featuring the letters FP and QP stacked vertically, representing the standards of SYM Financial Advisors.

Financial Paraplanner Qualified Professional ™

Community

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The official FFA emblem features an eagle, an owl, and a cross-section of corn with the text “AGRICULTURAL EDUCATION” and “FFA.”

Volunteer – Warsaw Ag Advisory & FFA Alumni Board  

Logo for the Indiana 4-H Foundation, featuring a green four-leaf clover with an H on each leaf, endorsed by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Former Member – Indiana 4-H Foundation Board 

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Green four-leaf clover emblem representing SYM Financial Advisors, featuring a white letter H on each leaf.

Volunteer – Kosciusko County 4-H 

Valerie’s Words to Live By

The more you are thankful, the more you attract things to be thankful for.  

 

Personal Pursuits

Outside of work, you can find Valerie spending time with her husband, Conner, and their Bernese Mountain Dogs, Wilson and Maggie. They enjoy time with family and friends, traveling, and enjoying the outdoors. Valerie and Conner share a love of basketball, card games, and home projects. Together, they enjoy calling Kosciusko County home.