- Founded
- 1968
- Employees
- 51-100
About SYM Financial Advisors
SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. As fiduciaries, you can be assured that SYM operates in your exclusive best interest. We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan. We oversee more than $4.1 billion in assets (as of ADV filing on 12/31/23). Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.
Leadership at SYM Financial Advisors
The team at the top of the org chart.
Jerry Yeager
CEO
21 reports
Kris Black
CFO
5 reports
Crystal Allen
Chief Compliance Officer
1 report
Melissa Cordial Schenkel
Marketing Director
3 reports
Tom Ackmann
Principal / Senior Retirement Plan Advisor
3 reports
Seth Whicker
V.P./Sr. Investment Advisor
2 reports
Jacquelyn Murray
Director of Human Resources
1 report
Open Jobs at SYM Financial Advisors (3)
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