Tami Hartman

Tami Hartman is the Lead Trader at SYM Financial Advisors, based in Winona Lake, Indiana. In her role, she manages trade execution for client portfolios, oversees cash management, and ensures the allocation of assets aligns with the firm’s investment strategies. Her responsibilities involve careful portfolio construction and rebalancing, specifically across equities, fixed income, and mutual funds, serving both individual and institutional clients in retail and wealth management settings.

Hartman brings over two decades of experience in banking and investment firms, including her previous tenure as a Client Service Representative and Implementation Specialist, prior to joining SYM Financial Advisors. Her expertise encompasses operations and client service in financial advisory, with a focus on transaction efficiency and compliance in portfolio management. She has contributed to multi-asset class strategies and supports the firm's investment process with attention to quality control.

Tami Hartman holds a Bachelor of Arts in Sociology from Indiana University Bloomington, as well as a degree from Hanover College. Her professional achievements include establishing high service standards and operational excellence within SYM Financial Advisors, and she is recognized for her deep commitment to supporting clients across the investment lifecycle. Her work spans equities, fixed income, and pooled investment vehicles within the broader wealth management sector.