SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A man wearing glasses and a light-colored, checkered button-down shirt looks toward the camera, representing SYM Financial Advisors.

Jonathan Hueftle

January 24, 2022

Jonathan Hueftle Jonathan Hueftle Financial Advisor Jonathan joined SYM Financial Advisors in 2000. He enjoys meeting with clients to better understand their financial needs and bring SYM’s best thinking to their financial lives. Jonathan takes a no-nonsense approach to the work he performs for his clients. He focuses on building genuine relationships in order to provide clear, realistic financial direction. Indianapolis, IN jhueftle@sym.com @jonathan-hueftle-40881b7 Credentials Bachelor of Science in Environmental Affairs with concentrations in Economics

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A professional headshot of a smiling SYM Financial Advisors team member in a plaid high-neck top and a tan vest, standing in an office setting; SYM Financial Advisors is an independent, commission-free fiduciary with 55+ years of serving clients.

Jodie Wolfe

January 24, 2022

Jodie Wolfe Jodie Wolfe Senior Client Service Representative Jodie brings efficiency and attention to detail in the work that she performs. In addition to serving clients, she supports the CEO and is our specialist for the SYM Asset Management offering. Her favorite part of her job is that she is constantly learning different facets of the financial industry.  She loves getting to know her clients beyond the computer. Winona Lake, IN jwolfe@sym.com @jodie-warner-wolfe-fpqp%E2%84%A2-a0355865 Credentials Bachelor

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A professional headshot of a smiling SYM Financial Advisors fiduciary.

Jessica Way

January 24, 2022

Jessica Way Jessica Way Client Service Manager Jessica enjoys the customer service aspect of working with clients.  She believes in clear, timely and professional correspondence as well as making clients feel comfortable and well taken care of.  She is motivated to assist others in her everyday life and feels this same passion toward making lasting client relationships. She believes that because SYM teams are extremely cohesive and have strong communication with one another, this carries

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A professional portrait of a SYM Financial Advisors professional wearing glasses and a navy blue blazer.

Anne Randall

January 24, 2022

Anne Randall Anne Randall Senior Client Service Representative Anne joined SYM in July of 2017. She appreciates SYM’s client-centric philosophy and that SYM acts as a fiduciary to clients at all times. She derives great pleasure from seeing clients have the opportunity to live out their long-planned retirement goals. Midland, MI arandall@sym.com @anne-randall-442aa5240 Credentials Bachelor of Arts in History – Saginaw Valley State University, University Center, MI Financial Paraplanner Qualified Professional ™ Community Supporter, Midland

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A smiling fiduciary from SYM Financial Advisors—an independent, commission-free firm with 55+ years of serving clients—wearing glasses, a light blue collared shirt, and a tan blazer.

Jerald (Jerry) Yeager , JD

January 24, 2022

Jerry Yeager Jerry Yeager Principal 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

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A professional headshot of a woman with long, dark hair smiling at the camera as a fiduciary at SYM Financial Advisors, an independent, commission-free firm with 55+ years of serving clients.

Jennifer Beagles

January 24, 2022

Jennifer Beagles Jennifer Beagles Senior Client Service Representative The best part of my job is interacting with clients and being able to help them in any way I can. My favorite part about working with my SYM colleagues is that everyone is willing to help, and everyone celebrates one another’s successes. Mishawaka, IN jbeagles@sym.com @jbeagles Credentials Bachelor of Science in Financial Planning and Counseling – Purdue University, West Lafayette, IN Financial Paraplanner Qualified Professional™ Jennifer’s

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