Client Service Team Archives - Page 2 of 3

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Valerie Sausaman

September 2, 2022

Valerie Sausaman Valerie Sausaman Client Service Representative 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

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Brandon Fry

May 12, 2022

Brandon Fry Brandon Fry Client Service Representative Continuous improvement motivates Brandon. He prides himself on his ability to evolve and adapt to new situations. A favorite part of his job at SYM is working with unique individuals to help them achieve their goals. He enjoys learning the stories of the people he serves. He appreciates the welcoming culture at SYM and how his colleagues jump in to help whenever needed. Fort Wayne, IN bfry@sym.com Credentials

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Julie Shepherd

January 24, 2022

Julie Shepherd Principal and Client Service Manager Julie has more than 13 years of experience in the Client Service Representative role and now manages the client service team across its five offices. Her favorite part of the job is focusing on the SYM client experience. She thrives on serving uncommonly well. She has a genuine heart for servanthood and feels that SYM is a special kind of family that lives this value. Winona Lake, IN

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Val Schoch

January 24, 2022

Val Schoch Client Service Representative Beginning work at age fifteen in the family restaurant business, Val developed useful skills in customer service and bookkeeping. Working at a credit union provided experience in the financial field, giving her a well-rounded perspective for serving SYM clients. Val enjoys working with others and meeting new faces. She says she chooses to work at SYM for its strong ethics and structure. Indianapolis, IN vschoch@sym.com Credentials Working towards a Bachelor

Savannah Hillyard

January 24, 2022

Savannah Hillyard Savannah Hillyard Social Media and Event Lead With a strong background in financial client service, Savannah brings a wealth of experience and a keen eye for detail to our team. As the driving force behind our corporate, client, and sponsorship events, Savannah ensures that each occasion is meticulously planned and executed. Additionally, she creates engaging social media content across all of our platforms, showcasing our brand and connecting with our audience in meaningful

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Jodie Wolfe

January 24, 2022

Jodie Wolfe Jodie Wolfe Senior Client Service Representative Jodie brings efficiency and attention to detail in the work that she performs. In addition to serving clients, she supports the CEO and is our specialist for the SYM Asset Management offering. Her favorite part of her job is that she is constantly learning different facets of the financial industry. She loves getting to know her clients beyond the computer. Winona Lake, IN jwolfe@sym.com Credentials Bachelor of

Client Service Team

Valerie Sausaman

Brandon Fry

Julie Shepherd

Val Schoch

Savannah Hillyard

Jodie Wolfe

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