For the past several years, Financial Symmetry has sponsored and participated in the charity golf tournament, Golden on the Green. The tournament, which has been an annual event held at River Ridge Golf Course for the past 9 years, benefits the Neuse River Golden Retriever Rescue. This year, Financial Symmetry was a Gold Sponsor, and donated an iPad as a raffle prize to help increase donations made to the cause.
FSI Partner, Chad Smith, with iPad raffle winner.
Heather is the Chief Operating Officer and a Partner at Financial Symmetry, where she leads with a people-first mindset and a deep commitment to thoughtful, scalable growth. A former intern herself, she’s spent nearly two decades shaping systems that support both team development and long-term client care.
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