Our Team

Scott Soptick, CPA
Financial Planner
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CREDENTIALS
Bachelor of Science in Business Administration in accounting with economics minor
Master of Accountancy - Kansas State University; Licensed Certified Public Accountant

 

EXPERTISE
Scott enjoys organizing and analyzing various types of financial data. In his role as Paraplanner, he 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 - empowering them to make strategic decisions in order to utilize many of the tax-saving opportunities available.

 

COMMUNITY
Scott is a member of the Indiana CPA Society. He looks forward to becoming more involved in his new community after moving to Winona Lake in August 2018, and is excited to be part of Mission Point Community Church.

 

PERSONAL PURSUITS
Scott enthusiastically follows his hometown professional sports teams and enjoys living an active lifestyle with his wife Emily. Golf, hiking, weightlifting, and walking the Winona Lake Trails are among his favorites.

 

WORDS TO LIVE BY
Plans fail for lack of counsel, but with many advisers they succeed.

 

HOME OFFICE
Winona Lake, IN