Winona Lake Office Archives - Page 3 of 4

Jodie Wolfe

January 24, 2022

Jodie Wolfe Jodie Wolfe Senior Client Service Representative Jodie brings efficiency and attention to detail in the work that she performs. In addition to serving clients, she supports the CEO and is our specialist for the SYM Asset Management offering. Her favorite part of her job is that she is constantly learning different facets of the financial industry. She loves getting to know her clients beyond the computer. Winona Lake, IN jwolfe@sym.com Credentials Bachelor of

Jerald (Jerry) Yeager , JD

January 24, 2022

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

Gabriella Tucker

January 24, 2022

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

Eric Townsend

January 24, 2022

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

Elle Turley

January 24, 2022

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

Deb Jones

January 24, 2022

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

Winona Lake Office

Jodie Wolfe

Jerald (Jerry) Yeager , JD

Gabriella Tucker

Eric Townsend

Elle Turley

Deb Jones

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