KOSCIUSKO — SYM Financial Advisors extends a warm welcome to Scott Soptick, CPA; and Tyler Todd.
Soptick recently joined SYM as a financial planner, and Todd recently joined as a compliance/operations specialist.
Soptick graduated from Kansas State University with a Master of Accountancy. He is a member of the Indiana CPA Society. Todd graduated from Augustana College in Illinois with a bachelor’s degree in business finance.
SYM Financial Advisors is one of the Midwest’s largest independent wealth management firms with $2.4 billion in assets under management. Headquartered in Winona Lake, with offices in Fort Wayne, Indianapolis and South Bend; and Midland, Mich., SYM Financial serves executives, private business owners, physicians, families and not-for-profit organizations. The firm delivers unique, goals-based portfolio management solutions and provides clients a completely transparent and investor-focused 401(k) solution.