Posts by Heather Gudac

Celebrating a Major Milestone: Financial Symmetry Reaches $1 Billion in Assets Under Management

06/07/2024

At Financial Symmetry, our mission is to empower our clients through thoughtful planning to enhance their ‘todays’ for enriched ‘tomorrows.’ Earlier this year, we crossed a significant milestone in our…

Celebrating Meredith: A Beacon of Teamwork at FSI

04/25/2024

Heather Gudac

We take pride in recognizing our team members who not only excel in their roles but also embody our core values. Today, we’re shining the spotlight on Meredith, who’s dedication…

Niamh Douglas, CFP® is Financial Symmetry’s Newest Advisor

04/19/2024

Heather Gudac

We are thrilled to announce that Niamh Douglas, CFP®, has been promoted to the role of Advisor at Financial Symmetry. Since joining us in 2019, Niamh has demonstrated an unwavering…

Molly Kaminski and Garrison Weaver Join Financial Symmetry

11/06/2023

Angela Keeley-White and Heather Gudac

One of the things we pride ourselves on is the unwavering commitment to ensuring that our clients receive impeccable service. As we grow, our dedication to strengthening our client relationships…

Darian Billingsley, CFP®, Angela Keeley-White and Colton Tickle Become Partners at Financial Symmetry

09/11/2023

Heather Gudac

At Financial Symmetry, we firmly believe that our success is deeply intertwined with the growth and well-being of our team members. We are committed to investing in our people, nurturing…

Spotlight on Compassion, Diligence and Teamwork: Emma Turner, FPQP®

07/17/2023

Heather Gudac

Financial Symmetry’s core values drive our team towards excellent service to our clients. FSI has a formal process where our employees can recognize one another when someone demonstrates excellence in…

Emma Turner, FPQP® Earns Financial Paraplanner Qualified Professional Designation

09/12/2022

Heather Gudac

Financial Symmetry is very proud to announce that Emma Turner has successfully earned the Financial Paraplanner Qualified Professional SM (FPQP®) designation from the College for Financial Planning. Emma joined FSI…

FSI Promotes Sam Knighton to Client Service Associate

08/01/2022

Heather Gudac

Financial Symmetry is thrilled to promote Sam Knighton to Client Service Associate. Sam joined our team in 2019 as our Administrative Assistant and after maternity leave transitioned into a virtual…

Garrick King, CFP® is Financial Symmetry’s Newest Advisor

07/04/2022

Heather Gudac

Financial Symmetry is thrilled to promote Garrick King, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our…

Haley Modlin, CFP® Becomes Partner at Financial Symmetry

05/23/2022

Heather Gudac

Financial Symmetry is pleased to welcome Haley Modlin, CFP® to our shareholder group. Since beginning her career with us an intern in 2014, Haley has been instrumental in shaping our…

Posts by Heather Gudac

Celebrating a Major Milestone: Financial Symmetry Reaches $1 Billion in Assets Under Management

Celebrating Meredith: A Beacon of Teamwork at FSI

Niamh Douglas, CFP® is Financial Symmetry’s Newest Advisor

Molly Kaminski and Garrison Weaver Join Financial Symmetry

Darian Billingsley, CFP®, Angela Keeley-White and Colton Tickle Become Partners at Financial Symmetry

Spotlight on Compassion, Diligence and Teamwork: Emma Turner, FPQP®

Emma Turner, FPQP® Earns Financial Paraplanner Qualified Professional Designation

FSI Promotes Sam Knighton to Client Service Associate

Garrick King, CFP® is Financial Symmetry’s Newest Advisor

Haley Modlin, CFP® Becomes Partner at Financial Symmetry

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