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Compliance

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Tyler Todd

January 24, 2022

Tyler Todd Senior Compliance/Operations Specialist In his role as 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. Tyler’s 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 Member, Board of Trustees

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Crystal Allen

January 24, 2022

Crystal Allen Crystal Allen 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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Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

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It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
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