Our Team

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

 

EXPERTISE
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.

 

COMMUNITY
Scott is a member of the Indiana CPA Society and currently serves as an Advocate for INCPAs. He looks forward to becoming more involved in his new community after moving to Winona Lake in August 2018.

 

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.

 

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

 

HOME OFFICE
Winona Lake, IN