Teams Archive - Page 9 of 12 - SYM Financial Advisors -

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Stephen Lawler

January 24, 2022

Stephen Lawler Stephen Lawler Financial Advisor Coming from a background of client service, Stephen’s favorite part of his job is building relationships and providing peace-of-mind to his clients through the financial planning that he does for them. He appreciates being part of a team that has a wealth of knowledge and a common goal to provide world-class service. Midland, MI slawler@sym.com Book an in-person meeting with Stephen Book a virtual meeting with Stephen Credentials Bachelor

Jonathan Hueftle

January 24, 2022

Jonathan Hueftle Jonathan Hueftle Financial Advisor. Jonathan joined SYM Financial Advisors in 2000. He enjoys meeting with clients to better understand their financial needs and bring SYM’s best thinking to their financial lives. Jonathan takes a no-nonsense approach to the work he performs for his clients. He focuses on building genuine relationships in order to provide clear, realistic financial direction. Indianapolis, IN jhueftle@sym.com Credentials Bachelor of Science in Environmental Affairs with concentrations in Economics and

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Jodie Wolfe

January 24, 2022

Jodie Wolfe Jodie Wolfe Senior Client Service Representative Jodie brings efficiency and attention to detail in the work that she performs. In addition to serving clients, she supports the CEO and is our specialist for the SYM Asset Management offering. Her favorite part of her job is that she is constantly learning different facets of the financial industry. She loves getting to know her clients beyond the computer. Winona Lake, IN jwolfe@sym.com Credentials Bachelor of

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Jessica Way

January 24, 2022

Jessica Way Jessica Way Assistant Client Service Manager. Jessica enjoys the customer service aspect of working with clients. She believes in clear, timely and professional correspondence as well as making clients feel comfortable and well taken care of. She is motivated to assist others in her everyday life and feels this same passion toward making lasting client relationships. She believes that because SYM teams are extremely cohesive and have strong communication with one another, this

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Anne Randall

January 24, 2022

Anne Randall Anne Randall Client Service Representative Anne joined SYM in July of 2017. She appreciates SYM’s client-centric philosophy and that SYM acts as a fiduciary to clients at all times. She derives great pleasure from seeing clients have the opportunity to live out their long-planned retirement goals. Midland, MI arandall@sym.com Credentials Bachelor of Arts in History – Saginaw Valley State University, University Center, MI Financial Paraplanner Qualified Professional ™ Community Supporter, Midland County Humane

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Jerald (Jerry) Yeager , JD

January 24, 2022

Jerry Yeager Jerry Yeager Chief Executive Officer and a Senior Financial Advisor In 1997, Jerry joined SYM. In 2002, Jerry became COO and was promoted to CEO a year later. 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

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Stephen Lawler

Jonathan Hueftle

Jodie Wolfe

Jessica Way

Anne Randall

Jerald (Jerry) Yeager , JD

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