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.
Our Advisors
Bill Ramsay, CFP®
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.
Chad Smith, CFP®
Chad is a Raleigh, NC Fee-Only financial advisor with more than 20 years of experience in the financial services industry. He enjoys serving clients that are close to retirement as a fiduciary, to find the unique tax savings strategies available to them. He also specializes in helping employees and executives of technology companies make the best decisions with their corporate benefit programs. He is the co-host of the Financial Symmetry podcast and a member of NAPFA.
Allison Berger, CFP®
As an experienced Financial Advisor and partner, Allison builds custom financial solutions, guiding our Continuous Service clients through the many changes life brings. Allison has a particular interest in working with clients in or on the cusp of retirement who want to delegate their portfolio management so they can enjoy life.
Will Holt, CPA, CFP®
Will is a Partner and senior advisor with Financial Symmetry. He holds the Certified Public Accountant and Certified Financial Planner™ designations. Will has 25 years of experience in the tax and financial services industry. His expertise and skill set make Will uniquely qualified to work with executives and other highly compensated professionals, retirees or those close to retirement, clients with complex tax situations, and families with goals for college.
Mike Eklund, CFP®, CRPC®, MBA
Mike is a Partner and Certified Financial Planner™ with over 20 years’ experience in the financial services industry. He specializes in helping business owners, high wage earners and executives build and preserve wealth, develop an efficient tax strategy, and plan for life’s milestones like college and retirement. Listen to Mike’s podcast or video on how he manages his own money to see if his perspective fits yours.
Cameron Hendricks, CFP®
As one of FSI’s primary advisors, Cameron’s philosophy for managing money is a three step formula: Give generously, save wisely, and live sufficiently.
Grace Kvantas, CFP®
Grace is a Certified Financial PlannerTM with more than 8 years of experience in the financial planning industry. She helps many families and single individuals plan for retirement, save for college and manage their finances.
Grayson Blazek, CFP®, EA
Grayson is a CFP® who helps clients plan for retirement, make wise investment decisions and identify advantageous tax strategies. As a fee-only advisor, Grayson believes in offering comprehensive financial advice that is always in his clients’ best interest.
Haley Modlin, CFP®
Haley is a Certified Financial Planner™ who enjoys helping others create comprehensive financial plans and serving as a financial coach to clients as they navigate through different life stages. She has an interest in helping women and families improve their overall financial lives.
Darian Billingsley, CFP®
Darian is a Certified Financial PlannerTM who is passionate about empowering clients to make sound financial decisions and achieve success in their finances. She enjoys building relationships with clients to address the complex financial needs of individuals and families and craft a financial foundation for meeting their goals. As a fiduciary advisor, Darian makes it her top priority to provide transparent and unbiased advice that serves her clients’ best interest.
Our Service Team
Heather Gudac
Heather is our Chief Operating Officer, as well as one of our partners in the firm. She is responsible for the development and implementation of Financial Symmetry’s internal management strategy. Heather oversees our firm operations, finance, human resources, and assists our CCO with compliance.
Angela Keeley-White
Angela Keeley-White is our Client Service Manager. She is responsible for helping manage client communications, social media, digital initiatives, and onboarding new clients.
Colton Tickle
Colton is our firm’s Portfolio Manager. Colton executes trades, develops performance reports for the Investment Committee and constructs bond ladders for our clients’ portfolios. He originally joined our team as a Client Service associate in August 2016, following his internship with us.
Garrick King
Garrick is one of our Senior Client Service Associates. He joined our team in December 2018 and is a 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.
Christian Polanco
Christian is one of our Senior Client Service Associates. He joined our team in January 2019 and is a 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.
Catherine Tillery
Catherine is our tax planner. 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 tax returns.
Sam Knighton
Sam is our administrative assistant. She is responsible for welcoming clients into our office, assisting our service team and advisors with general office tasks, and keeping the office running smoothly.
Niamh Douglas
Niamh is one of our Client Service Associates. She joined our team in September 2019 and is a 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.
Emma Turner
Emma is one of our Client Service Associates. She joined our team in June 2020 following her internship with us. Emma is a 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.
Kyle Blue
Kyle is our Trading Associate and is a member of our trading and investment team. He is responsible for the accurate and timely placement of trades and handling asset movement requests for our clients. Kyle joined our team in June 2020 following his internship with us.
Meredith Keel
Meredith is our Portfolio Operations Administrator. She works behind the scenes, assisting our advisors with portfolio accounting, performance reporting and data integrations. She joined our team in June 2020 following her internship with us.
Zohreh Taraz, CPA
Zohreh is a CPA and is our tax consultant. She works closely with our Advising team to take advantage of tax efficiencies for our Continuous Service clients, and she also prepares our client’s tax returns.
Mina Akita, CPA
Mina is our tax planner. She works closely with our Advising team and tax consultant to take advantage of tax efficiencies for our Continuous Service clients. Mina also prepares our client’s tax returns.
Justin Graffagnini
Justin is our software developer. He works behind the scenes to design and test our internal systems, helping us gain efficiencies in our processes.
Our Internship Program
We are excited to have Arthur Vernooij, Levi Ball, Michael Smith, and Nicole Ziefert on staff for the summer.
