Employee Spotlight: Christian Polanco
Christian Polanco joined our team in January 2019 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of…
Posts by Heather Gudac
Employee Spotlight: Garrick King
Garrick King joined our team in December 2018 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of…
Employee Spotlight: Catherine Tillery
Catherine Tillery joined our team as our tax planner at the end of 2018. She works closely with our Advising team and tax consultant to take advantage of tax efficiencies…
Grace Kvantas, CFP® becomes Partner at Financial Symmetry
Grace Kvantas, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and comprehensive wealth management firm. Bill Ramsay, CFP®, Founder and President of…
Durham Bulls- 8th Annual Client Appreciation Event
A big thank you to everyone that joined us for our 8th annual client appreciation event at the Durham Bulls game on May 20th! It’s a joy for us to…
Ensure Financial Success With Our Top 5 Money Tips for Millennials, Ep #58
Heather Gudac and Haley Modlin join us on this episode of the Financial Symmetry podcast to discuss how to become a financially successful millennial. We’ve had targeted advice toward other…
Treat Yourself
As a thirty something, I see a lot of “treat yourself” posts on social media, website ads, and in radio commercials. It’s satisfying to clear out an online shopping cart…
Employee Spotlight-Graham Hawes
Graham Hawes recently joined us full-time as our newest Research and Data Analyst after completing our internship program. Processing and interpreting data is at the core of our investment management.…
Employee Spotlight-Colton Tickle
Colton recently joined us full-time as our newest Client Service Associate after completing our internship program. Colton works directly with our clients, assisting them with account maintenance, including onboarding them…
Employee Spotlight- Darian Billingsley
Meet Darian Billingsley—our newest Client Service Associate! Darian recently joined us full-time as our newest Client Service Associate after completing our internship program. I knew early on that her ability…
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We break down some of the most important questions we are asked on a regular basis.