Careers Client Portal Login Custodian Logins Home Who We Serve What We Do Meet SYM Insights Ask an Advisor Meet Our Team We're empowered to deliver. Filter Team by Office Fort Wayne Office Indianapolis Office Midland Office Mishawaka Office Winona Lake Office Position Administrative Advisory Team Client Service Team Compliance Financial Planners Investment Team Marketing Trading Amanda Legler, CFP®, MS Financial Advisor Andy Popenfoose, CFA®, MS, MBA Principal, Chief Investment Officer Anne Randall, FPQP™ Client Service Representative Brad Duling, CFP® Principal, Senior Financial Advisor Brian Swinehart, CFP® Financial Advisor Crystal Creekmore, FPQP™, MBA Principal, Chief Compliance Officer Dawn Wright, CFP®, MBA Financial Advisor Deb Jones, FPQP™ Trader Derek Weed, CFP® Financial Advisor Elle Turley Marketing and Business Development Manager Eric Townsend, MBA, FPQP™ Client Service Representative Ethan Brown, CFP® Financial Advisor Evan Stark, CFP®, AIF® Financial Advisor Gabriella Tucker, CFP® Financial Advisor Hannah Booth Client Service Representative James Gallagher Financial Analyst Jamie Mitchell Retirement Plan Advisor Jennesa Schweinsberg, FPQP™ Client Service Representative Jennifer Beagles Client Service Representative Jerald (Jerry) Yeager, JD Chief Executive Officer, Senior Financial Advisor Jessica Way, FPQP™ Assistant Client Service Manager Jodie Wolfe, FPQP™ Client Service Representative Jonathan Hueftle Financial Advisor Jonathan Slocum, CFP® Principal, Senior Financial Advisor Julie Wiegand, FPQP™ Client Service Manager Kaleigh Stoddard, CFP® Senior Financial Planner Kelly Furnivall Corporate Administrative Assistant Kris Black, CPA Principal, Chief Financial Officer Kristen Hendrickson, MBA, FPQP™ Financial Planner/Trader Kristen Watson Financial Planner Mariah Sanford, FPQP™ Client Service Representative Marissa Revord Client Service Representative Michelle Hipskind, CFP® Financial Advisor Natalie Deatsman, FPQP™, MBA Financial Planner/Trader Nick Gray Retirement Plan Advisor Octavian Sayumwe, AIF® Financial Advisor Paul Dornbier, CFA®, CAIA® Senior Financial Analyst Reba Davis, CFP® Senior Financial Planner Rhonda Peugh, FPQP™ Client Service Representative Rick Harrison, MBA Principal, Senior Financial Advisor Rick Reneker, SHRM-SCP Human Resources Manager Rod Coleman, CFP®, MBA President, Senior Financial Advisor R. Seth Whicker, CFP®, MS Principal, Senior Financial Advisor Sarah Delahanty, CFP®, MBA Principal, Senior Financial Advisor Savannah Hillyard, FPQP™ Client Service Representative Scott Soptick, CPA Financial Planner Shane Bradley, CFP®, MS Financial Advisor Sheila McLaughlin Retirement Plan Specialist Stephen Lawler Financial Planner Steve Saylor IT Manager Steve Yeager, AIF®, MBA Principal, Senior Financial Advisor Sydney Cale, CFP®, MBA Financial Advisor Tami Hartman, FPQP™ Lead Trader Tom Ackmann Principal, Senior Retirement Plan Advisor Tyler Todd Compliance/Operations Specialist Val Schoch Client Service Representative learn more It starts with a phone call. We'll listen. Then advise on your next best steps toward financial clarity. 800-888-7968. START HERE jump to Who We Serve Corporate Executives Medical & Dental Professionals Business Owners 401(k) Plan Sponsors Nonprofits What We Do Wealth Planning Portfolio Management Employer-Sponsored Retirement Plans Warsaw, IN Fort Wayne, IN Indianapolis, IN Mishawaka, IN Midland, MI 800 888-7968 Email Us Client Portal Login Who We Serve Corporate Executives Medical & Dental Professionals Business Owners What We Do Wealth Planning Portfolio Management Employer-Sponsored Retirement Plans Locations Insights Quarterly Newsletters Podcasts More Good Stuff Disclosures Privacy/Terms Form CRS Sitemap © 2021 SYM Financial Advisors