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 to choosing a career with SYM.

Winona Lake, IN

vsausaman@sym.com

Credentials

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

Financial Paraplanner Qualified Professional ™

Community

Volunteer – Warsaw Ag Advisory & FFA Alumni Board

Member – Indiana 4-H Foundation Board

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 Dog, Wilson. 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.

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

Let Us Help!

We’ll listen. Then advise on your next best steps toward financial clarity.

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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Valerie Sausaman