Jerry Yeager, JD
Chief Executive Officer
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CREDENTIALS
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.

 

COMMUNITY
Member, board of directors, 2nd Mile Missions 
Past president, board of directors, Kosciusko County Community Foundation  
Coach, Warsaw Little League
Coach, youth sports, Kosciusko County YMCA

 

PERSONAL PURSUITS
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.

 

JERRY’S WORDS TO LIVE BY
Teach us to number our days that we may gain a heart of wisdom. – Psalm 90:12

 

HOME OFFICE
Winona Lake, IN