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 admin role in 2021.
Sam brings a focused, compassionate approach to planning and follow-through to her new role. She is a direct point of contact for our Wealth Management clients and will be assisting our CFP® Advisors on new financial planning engagements. Her passion to help others and her curiosity for knowledge are a winning combination for our team and those we serve.
Caring for others is in her nature. Sam previously held roles as a Medical Assistant and Clinical Coordinator, both positions building a strong foundation of confidentiality, diligence and integrity.
We’re excited for this new chapter in Sam’s career and are grateful to have her on our team as we continue to grow and enhance our services.
