Our Team

Jerry Yeager, JD
Chief Executive Officer | Senior Financial Advisor
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Bachelor of Science in business systems – Taylor University
Doctor of Jurisprudence– Indiana University School of Law


At SYM  
In 1997, Jerry joined SYM. In 2002, Jerry became COO and was promoted to CEO a year later by SYM’s outside Board of Directors. 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 job he likes most is, first and foremost, helping people. He says, “I love helping clients organize and manage their financial affairs for maximum effectiveness.” He thrives on team building, problem solving and mentoring.  Jerry has an innate drive to always be managing for continuous improvement.


Member, Taylor University Investment Council, Taylor University

Member, board of directors, 2nd Mile Missions 
Past President, Advisor to Finance and Investment Committees, Kosciusko County Community Foundation  
Trustee, Warsaw Little League

Attends Warsaw Community Church


Jerry prioritizes spending time with his wife, Michelle, and three boys. He is an avid and loyal sports fan. He shares this love with his family; together they follow their teams through thick and thin.


Teach us to number our days that we may gain a heart of wisdom. – Psalm 90:12


Winona Lake, IN