Advisory Team Archives - Page 4 of 5 - SYM Financial Advisors -

Stephen Lawler

January 24, 2022

Stephen Lawler Stephen Lawler Financial Advisor Coming from a background of client service, Stephen’s favorite part of his job is building relationships and providing peace-of-mind to his clients through the financial planning that he does for them. He appreciates being part of a team that has a wealth of knowledge and a common goal to provide world-class service. Midland, MI slawler@sym.com Credentials Bachelor of Science in Management – Eli Broad College of Business, Michigan State

Jonathan Hueftle

January 24, 2022

Jonathan Hueftle Jonathan Hueftle Financial Advisor. Jonathan joined SYM Financial Advisors in 2000. He enjoys meeting with clients to better understand their financial needs and bring SYM’s best thinking to their financial lives. Jonathan takes a no-nonsense approach to the work he performs for his clients. He focuses on building genuine relationships in order to provide clear, realistic financial direction. Indianapolis, IN jhueftle@sym.com Credentials Bachelor of Science in Environmental Affairs with concentrations in Economics and

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

Jamie Mitchell

January 24, 2022

Jamie Mitchell Jamie Mitchell Retirement Plan Advisor Jamie joined SYM in early 2015 as a Retirement Plan Advisor. Having worked in the retirement plan industry for over 30 years, she has a wide range of experience in advisory, accounting and oversight roles, with a particular focus on the administrative aspect of retirement plans. She provides support and guidance within a team framework to SYM’s qualified plan clients throughout the region. Fort Wayne, IN jmitchell@sym.com Credentials

Evan Stark

January 24, 2022

Evan Stark Evan Stark Evan is a Financial Advisor. Evan came to SYM with an extensive knowledge of 401(k) products, insurance, tax returns, and an enjoyment of helping individuals and business owners make working capital and purchase decisions. His favorite part of his role at SYM is being able to apply creativity and collaboration to complex problems in order to deliver value to clients. Mishawaka, IN estark@sym.com Credentials B.S. Finance Indiana University South Bend

Gabriella Tucker

January 24, 2022

Gabriella Tucker Gabriella Tucker Principal and 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 engagement

Advisory Team

Stephen Lawler

Jonathan Hueftle

Jerald (Jerry) Yeager , JD

Jamie Mitchell

Evan Stark

Gabriella Tucker

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