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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 a

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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 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 a lifetime.

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Eric Townsend

January 24, 2022

Eric Townsend Eric Townsend Client Service Representative Eric’s background working in the service industry has helped him to understand the importance of serving clients well. He says the most rewarding part of his job is 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 – Trine University Financial Paraplanner Qualified

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Elle Turley

January 24, 2022

Elle Turley Elle Turley Marketing & Business Development Manager. Elle wears many hats.  She manages all aspects of marketing and coordinating business development approaches for SYM. Elle enjoys her work because she is surrounded by intelligent, funny, genuinely caring people, both colleagues and clients alike, who challenge her and make her a better person. Winona Lake, IN eturley@sym.com Credentials Bachelor of Science in Marketing and Telecommunications- Indiana University, Bloomington, IN Community Member, Board of Directors,

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Derek Weed

January 24, 2022

Derek Weed Derek Weed Derek is a Financial Advisor. Derek has worked in the financial services industry since 2012 and has extensive experience working with families of many ages and across the wealth spectrum.  He is a learner and educator at heart.  One of the things Derek loves most about his job is helping clients gain clarity and confidence in their financial picture, at all stages of life. dweed@SYM.com Book an in-person meeting with Derek

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