Charles Virgil Yeager

Mr. Yeager brings 40 years of experience to the financial services industry.
Since founding SYM in 1968, he has pioneered “fee-for-service” financial advising for both the affluent individual and the closely held corporate market.
He has led the firm’s growth in clients, revenues and earnings.
He served as President and CEO from 1968-2003, and currently serves as President.
Mr. Yeager received a Bachelors of Science degree from Hanover College, Hanover, Indiana.
Committed to continuous education, he received his CLU in 1969, and was in the first graduating class of The American College, Bryn Mawr, Pennsylvania, receiving his Master’s Degree in Financial Services.
He achieved his ChFC in 1982 and his CFP® in 1984.
In 1989, he was selected to be a member of the Registry of Financial Planning Practitioners.
He is a recognized speaker and author in the estate planning field, and is involved in various community activities.