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 continuous services 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.
Bill Ramsay has been providing financial services since 1985 and earned his CFP® certification in 1998. Continuous improvement and commitment to quality are among his core beliefs. These values are reflected in the growth of Financial Symmetry and the loyalty of clients and staff.
With 17 years of experience as a CFP®, Chad is a Partner and Lead Financial Advisor at Financial Symmetry. Chad focuses on providing financial planning answers to those approaching retirement as well as executives, health and tech professionals working for companies in the Research Triangle Park of North Carolina.
Allison utilizes her 10+ years of experience with Financial Symmetry in her role as a Primary Advisor. She enjoys working with clients to provide custom financial strategies to help them achieve their goals. She believes in building strong relationships and providing guidance through the many changes life brings.
As an experienced financial planner, Mike enjoys helping people simplify their complicated financial life and create a road map to financial independence. He is a fee-only fiduciary who provides unbiased and honest advice that is in your best interest.
Cameron’s 7 years at Financial Symmetry and education gained from the CFP® program enables him to serve clients as one of FSI’s primary advisors. As a fee-only fiduciary advisor, Cameron helps individuals take control of their finances and improve their financial fitness with unbiased and objective advice.
Grace is passionate about helping clients plan for and achieve their life goals. She has been a part of the Financial Symmetry team for over 7 years, originally starting out as an intern and later transitioning into a full-time role upon graduating from North Carolina State University with a degree in Business Administration, a concentration in Finance, and a minor in Accounting.
Grayson is looking forward to working with clients to prioritize, plan for and achieve their financial goals. He developed a passion for personal finance during his time at NC State, where he graduated with a bachelor’s degree in Finance and a minor in accounting.
Our Service Team
Heather is our Operations Manager and became a partner with the firm in 2013. She directs and supervises the day-to-day operations across our firm to enhance the quality of our client relationships. Heather's primary focuses are internal process improvements, team management, client services and onboarding, and business management.
Angela Keeley-White is our Senior Client Service Associate. She is responsible for helping manage new and existing account transitions, and assisting with qualified plan rollovers and trading. She will also be working to improve our existing operational processes with a focus on strengthening the integrity of our in-house systems.
Haley Modlin is our Client Service Associate. Haley’s responsibilities include leading new client onboarding processes and assisting with the training and managing of our internship program. She also oversees the maintaining of estate records and helping the team with our continuous service. Additionally, Haley is responsible for generating new plan projections and updates as well as general client support such as asset movement and account transitions.
Colton is one of our new Client Service Associates. He joined us as an intern in August 2016 and recently graduated from North Carolina State University. Colton assists our team with overall client services and operational support with a focus on trading and asset movement. He is also a new, direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our continuous service model.
Graham is our new Research and Data Analyst. He joined us as an intern in October 2016 and recently graduated from North Carolina State University. Graham’s responsibilities include improving our research processing, while vetting new and current funds for FSI client investments. He will also be developing new processes and improving current data operations dealing with investment management, including data reconciliation and trade verifications.
Darian is one of our new Client Service Associates. She joined us as intern in May 2016 and recently graduated from North Carolina State University. Darian helps with the overall coordination of daily client operations, working closely with our Advisors. She also assists with general office administration. Darian is also a new, direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our continuous service model.