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James Gallagher

January 24, 2022

James Gallagher James Gallagher James is a Financial Analyst. As a Financial Analyst at SYM, James performs investment committee research at the direction of the CIO. He has a special knack for approaching problems in a methodical and diligent way, and brings this attribute to his work. The thing he loves most about his job is diving deep into financial data and research, knowing that it will ultimately help clients to lead more fulfilling and

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bio photo of Deb Jones

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

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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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Andy Popenfoose

January 22, 2022

Andy Popenfoose Principal and Chief Investment Officer. In his role as Chief Investment Officer, Andy draws from experience in communicating with individuals from varied backgrounds. Prior to working with SYM, Andy lectured courses in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business, contributed research to expert testimonies heard by congressional boards and in several of our nation’s largest financial court cases, and was awarded the Bronze Star Medal in Operation Iraqi

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Warsaw, IN

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

Indianapolis, IN

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

Midland, MI

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

Mishawaka, IN

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

Fort Wayne, IN

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

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