SYM logo white
bald man with brown beard and glasses

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

Read More »
A smiling individual with short blonde hair is wearing a blue blazer over a light-colored checkered shirt. They are standing indoors in front of a window, with a blurred, green, outdoor scene in the background.

Eric Townsend

January 24, 2022

Eric Townsend Eric Townsend Compliance/Operations Specialist Eric works diligently to mind the details that ensure SYM adheres to all SEC requirements. Keeping SYM and its employees compliant is his focus. He says the most rewarding part of his job has been 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

Read More »
blonde woman in plaid smiling

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

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here