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Winona Lake Office

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Rhonda Peugh

January 24, 2022

Rhonda Peugh Financial Planner Rhonda takes a patient and kind approach to serving her clients. She believes that SYM really does put clients first, and cares genuinely about its employees, which creates an ideal setting for uncommon service. The opportunity to develop personal relationships while providing financial plans is very rewarding to her. Winona Lake, IN rpeugh@sym.com Credentials Bachelor of Science in Business Administration and Psychology – Grace College, Warsaw, IN Financial Paraplanner Qualified Professional ™

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A middle-aged man with short hair and a goatee is wearing a navy blazer over a light blue shirt. He is smiling and posed in front of a window with white blinds. The background includes wooden paneling and part of a framed mirror.

Steve Yeager

January 24, 2022

Steve Yeager Steve Yeager Principal, Senior Financial Advisor Steve brings over two decades of experience in financial services. His specialty is working with private business owners and corporate executives on their financial plans.  He also serves on the SYM Investment Committee and is the Warsaw Area Leader. Steve spent ten years as a Naval officer and F-14 pilot. He resigned as a Lieutenant Commander in 2000.   Winona Lake, IN syeager@sym.com Credentials Bachelor of Science –

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Julie Shepherd

January 24, 2022

Julie Shepherd Principal and Client Service Manager Julie has more than 20 years of experience working in client service for SYM. She manages the client service team across its five offices. Her favorite part of the job is focusing on the 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 jshepherd@sym.com Credentials

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Tami Lackey

January 24, 2022

Tami Lackey Lead Trader Tami has nearly three decades of experience working in the financial services industry and brings a specialty in trust operations.  She has a knack for cutting through complexity and finding the most efficient way to accomplish a task. She brings a creative and caring touch to all that she does. Winona Lake, IN tlackey@sym.com Credentials Bachelor of Arts in Sociology with a double concentration in Women and African-American Studies – Indiana

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Tyler Todd

January 24, 2022

Tyler Todd Senior Compliance/Operations Specialist In his role as Senior Compliance and Operations Specialist, Tyler draws from his experience in the financial services and construction industries. He’s committed to keeping the firm and its employees compliant, and he’s passionate about finding the most efficient and effective processes for SYM. Tyler is always willing to help wherever needed. Winona Lake, IN ttodd@sym.com Credentials Bachelor of Arts in Business Administration – Augustana College, Rock Island, IL Community

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Kelly Furnivall

January 24, 2022

Kelly Furnivall Kelly Furnivall Corporate Administrative Assistant A former teacher, Kelly brings attention to detail and a willingness to serve others to SYM everyday. She enjoys developing uncommon relationships with clients as well as the with her co-workers. Her goal is to make clients feel engaged, heard, and respected. Winona Lake, IN kfurnivall@sym.com Credentials Bachelor of Science in Elementary Education with a concentration on Language Arts – Grace College and Theological Seminary Community Big Sister

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