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Principal

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Kris Black

January 24, 2022

Kris Black Kris Black Principal and Chief Financial Officer Kris is responsible for all matters related to corporate finance, HR, facilities management, and IT oversight. Kris started her career as a certified public accountant in the Fort Wayne, Indiana office of Baden, Gage and Schroeder. She moved on to create an independent accounting and bookkeeping practice, which then led her to SYM, at that time her client. “What attracted me to SYM was the high

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Sarah Delahanty

January 24, 2022

Sarah Delahanty Sarah Delahanty Principal, Senior Financial Advisor Sarah is a Senior Financial Advisor and also the Midland Office Area Leader. She says, “I love what I do. My job is one part relationships, one part problem solving. For me, that’s the best of both worlds!” You can count on Sarah to provide independent, conflict-free advice because she serves clients as a fiduciary. This distinction means she works in their best interest, not hers. She

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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

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Evan Stark

January 24, 2022

Evan Stark Evan Stark Principal and 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   Book an in-person meeting with Evan   Book

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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

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Ethan Brown

January 24, 2022

Ethan Brown Ethan Brown Principal and Financial Advisor My favorite part of my role at SYM is the satisfaction I get from helping clients work towards reaching their goals. Navigating the winding path to retirement is difficult and overwhelming at times; my goal is to make the client’s journey more comfortable, so they can be confident in their actions and decisions. I am energized when building relationships with clients knowing that these relationships will last

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