SYM logo white

Teams

A woman with shoulder-length, wavy blonde hair is smiling at the camera. She is wearing a black top and a layered gold necklace. There are green trees and a lawn visible through the window behind her.

Deb Jones

January 24, 2022

Deb Jones Deb Jones Deb is a Trader Deb handles client trades and rebalancing. She works closely with advisors in an effort to optimize portfolios. Deb has always marveled at how so many different personalities come together at SYM and seem to consistently find common ground. She values the family culture at SYM. Winona Lake, IN djones@sym.com Credentials Bachelor of Science in Finance – Ball State University, Muncie, IN Financial Paraplanner Qualified Professional ™ Deb’s

Read More »
blonde woman in plaid smiling

Crystal Allen

January 24, 2022

Crystal Allen Crystal Allen Principal and Chief Compliance Officer. In 2000, Crystal joined the firm and is still just as passionate about her job today as when she started. As CCO, her unwavering commitment to her work is paramount to ensure the firm is compliant within the changing regulations of the industry. Crystal is also responsible for guiding SYM’s operational initiatives from visioning to implementation. There is no job too small for Crystal and her

Read More »
A smiling man with short brown hair is wearing a dark blazer over a light purple button-down shirt. He is standing indoors against a background of beige blinds, and he is facing the camera.

Brian Swinehart

January 24, 2022

Brian Swinehart Brian Swinehart Brian is a Financial Advisor My seventeen years of corporate experience along with previous exposure to the field of financial advising provides me with an appreciation for how little time there is for many executives/managers to devote to the incredibly important task of planning for one’s financial future. Warsaw, IN bswinehart@sym.com Book a meeting with Brian Credentials Bachelor of Science – Management,United States Military Academy CERTIFIED FINANCIAL PLANNER® Community Board President

Read More »
A man with short, neatly styled hair and wearing glasses is seen smiling. He is dressed in a blue, patterned shirt under a dark blazer. The background is softly blurred and features large windows, suggesting an indoor setting with natural light.

Brad Duling

January 24, 2022

Brad Duling Brad Duling Principal and Senior Financial Advisor Brad leads the Wealth Management arm of the business. His strengths at SYM include complex retirement planning with a particular focus on corporate benefits. He says, “I enjoy seeing clients achieve their goals. It’s amazing to see the relief clients have when you tell them they are ‘ok’ or that their plan has allowed them to retire early or maybe attain a better retirement lifestyle than

Read More »
A bald man in a navy blue suit and checkered shirt is smiling broadly. The background appears to be a softly lit room with large windows.

Andy Popenfoose

January 22, 2022

Andy Popenfoose Principal and Chief Investment Officer In his role as Chief Investment Officer, Andy draws from experience in communicating with individuals from varied backgrounds. Prior to working with SYM, Andy lectured courses in investments and portfolio management at Loyola University Chicago’s Quinlan School of Business, contributed research to expert testimonies heard by congressional boards and in several of our nation’s largest financial court cases, and was awarded the Bronze Star Medal in Operation Iraqi

Read More »

Podcasts

CIO Corner

Topics

How can we help?

This field is for validation purposes and should be left unchanged.