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Eric Townsend

A young man stands outdoors, smiling, dressed in a dark gray polo shirt and khaki pants. He is holding a face mask in his hands. The background features a lush, green garden with trees and sunlight filtering through.

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

Blue and white seal for Trine University in Angola, Indiana, featuring a large "T" in the center surrounded by a laurel wreath. The university name and location encircle the emblem.

Bachelor of Science – Trine University

Logo featuring the text "Financial Paraplanner Qualified Professional" with large initials "FP" on the top half and "QP" on the bottom half. The top section has black text on a white background, and the bottom section has white text on a black background.

Financial Paraplanner Qualified Professional™

Blue and white seal for Trine University in Angola, Indiana, featuring a large "T" in the center surrounded by a laurel wreath. The university name and location encircle the emblem.

Master of Business Administration –Trine University

Eric’s Words to Live By

In the end we only regret the chances we didn’t take, the relationships we were afraid to have, and the decisions we waited too long to make.

Favorite Book

“Born to Run” by Christopher McDougall