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Winona Lake Office

Jerald (Jerry) Yeager , JD

Jerry Yeager Jerry Yeager Chief Executive Officer and a Senior Financial Advisor In 1997, Jerry joined SYM. In 2002, Jerry became COO and was promoted to CEO a year later. Driven by SYM’s foundational belief that financial needs are served best by a private, employee-owned firm focused on its clients, employees and the communities it serves, Jerry led the senior management team to a successful buyout of the firm’s founding shareholders in 2006. The aspect

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Gabriella Tucker

Gabriella Tucker Gabriella Tucker Gabby is a Financial Advisor. Gabby’s favorite part of her job is forming relationships with SYM clients, being their advocate, and helping them achieve their goals. She enjoys the complexity of financial planning and the markets- there is something to learn from every day. She loves the SYM office because she is surrounded by knowledgeable colleagues with unique expertise who are always willing to help one another. The level of team

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Eric Townsend

Eric Townsend Eric Townsend Client Service Representative Eric’s background working in the service industry has helped him to understand the importance of serving clients well.  He says the most rewarding part of his job is getting to know clients and helping them reach their unique financial goals. He also enjoys working with great team members who genuinely care for each other. Winona Lake, IN etownsend@sym.com Credentials Bachelor of Science – Trine University Financial Paraplanner Qualified

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Elle Turley

Elle Turley Elle Turley Marketing & Business Development Manager. Elle wears many hats at SYM.  She manages all aspects of marketing and coordinating business development approaches for SYM.   Elle enjoys her work because she is surrounded by intelligent, funny, genuinely caring people, both colleagues and clients alike, who challenge her and make her a better person. Winona Lake, IN eturley@sym.com Credentials Bachelor of Science in Marketing and Telecommunications- Indiana University, Bloomington, IN Community Volunteer, Fellowship

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Deb Jones

Deb Jones Deb Jones Deb is a Trader Deb handles client trades and rebalancing. She works closely with advisors in an effort to optimize portfolios. Deb has always marveled at how so many different personalities come together at SYM and seem to consistently find common ground. She values the family culture at SYM. Winona Lake, IN djones@sym.com Credentials Bachelor of Science in Finance – Ball State University, Muncie, IN Financial Paraplanner Qualified Professional ™ Deb’s

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Crystal Creekmore

Crystal Creekmore​ Crystal Creekmore Principal and Chief Compliance Officer. In 2000, Crystal joined the firm and is still just as passionate about her job today as when she started. As CCO, her unwavering commitment to her work is paramount to ensure the firm is compliant within the changing regulations of the industry. Crystal is also responsible for guiding SYM’s operational initiatives from visioning to implementation. There is no job too small for Crystal and her

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