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 the financial planning process and onboarding new clients to our…

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 the financial planning process and onboarding new clients to our…

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 for our Continuous Service clients. Catherine also prepares our client’s…

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 Financial Symmetry states “Clients first is a foundational principle of…

Treat Yourself

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 and have a new package waiting at home after a…

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. It takes someone with attention to detail and the ability…

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 to our Continuous Service and assisting our Advisors with financial…

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 to complete projects with tidy to-do lists and strong attention…