Our Team

Bill Ramsay

Bill Ramsay, CFP®

Advisor
Chad Smith

Chad Smith, CFP®

Advisor
Allison Berger

Allison Berger, CFP®, CeFT®

Advisor
Will Holt

Will Holt, CPA, CFP®

Advisor
Mike Eklund

Mike Eklund, CFP®, CPWA®, CRPC®, MBA

Advisor
Cameron Hendricks

Cameron Hendricks, CFP®, ECA, CEPA

Advisor
Grace Kvantas

Grace Kvantas, CFP®

Advisor
Grayson Blazek

Grayson Blazek, CFP®, EA

Advisor
Haley Modlin

Haley Modlin, CFP®

Advisor
Darian Billingsley

Darian Billingsley, CFP®

Advisor
Christian Polanco

Christian Polanco, CFP®

Advisor
Garrick King

Garrick King, CFP®

Advisor
Niamh Douglas

Niamh Douglas, CFP®

Service
Heather Gudac

Heather Gudac

Service
Angela Keeley-White

Angela Keeley-White

Service
Colton Tickle

Colton Tickle

Service
Emma Turner

Emma Turner, FPQP®

Service
Meredith Keel

Meredith Keel

Service
Richelle Morats

Richelle Morats

Development
TJ Nevis

TJ Nevis

Development
Zohreh Taraz

Zohreh Taraz, CPA

Service
Catherine Tillery

Catherine Tillery

Service
Mina Akita

Mina Akita, CPA

Service
Sam Knighton

Sam Knighton

Service
Molly Kaminski

Molly Kaminski

Service
Garrison Weaver

Garrison Weaver

Service
Matthew Schulman

Matthew Schulman

Service
Jade Brookreson

Jade Brookreson

Service
Clare McGurk

Clare McGurk

Service
Ella Brotherton

Ella Brotherton

Service
Justin Graffagnini

Justin Graffagnini

Development

Our Internship Program

Intern

Press Mentions

Advisor
Links
We’re here to help

Want to find out what you can do NOW to protect your future? Get in touch, we’ll help you make a plan.

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If you would like to ask us a specific question, please fill out the Contact Form on this page. Financial Symmetry, Inc. provides fee-only financial planning, portfolio management with our wealth management service for individuals and their families. Our fiduciary financial planners include Certified Financial Planners and NAPFA advisors. Read more about the definitions and requirements of our professional designations. Visit our Press page to see the various local and national publication our planners have been quoted in.

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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