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 of his job he likes most is, first and foremost, helping people. He says, “I love helping clients organize and manage their financial affairs for maximum effectiveness.”
He thrives on team building, problem solving and mentoring. Jerry has an innate drive to always be managing for continuous improvement.
Bachelor of Science in Business Systems Taylor University
Doctor of Jurisprudence Indiana University School of Law- Indianapolis, IN
past Member, Taylor University Investment Council
Board of Directors, 2nd Mile Missions
past Trustee, Warsaw Little League
Board Member, Fellowship Missions
Investment Committee Member, Grace Schools
Past President, Advisor to Finance and Investment Committees, Kosciusko County Community Foundation
Attends Warsaw Community Church
Jerry’s Words to Live By
Teach us to number our days that we may gain a heart of wisdom.
Jerry prioritizes spending time with his wife, Michelle, and three boys. He is an avid and loyal sports fan. He shares this love with his family; together they follow their teams through thick and thin.
Get Jerry's Help
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Warsaw work for you call 800-888-7968 or email firstname.lastname@example.org.