FSI Participates in O’Berry Center Golf Tournament

Written October 19th, 2011 by
Categories: Events

2011 marks the fourth year that  Financial Symmetry partners have played in (and sponsored) the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP, and Bill Ramsay, CFP, along with two guests participated in the Foundation’s 19th annual event on October 5, 2011.

Serving 67 North Carolina counties, the O’Berry Center Foundation strives to improve the quality of life for persons with developmental disabilities through family support, community services, education, quality of life initiatives and scholarships.

Financial Symmetry is proud to support an organization that provides such an important service to North Carolina.

 

About the Author:
Heather Gudac is the Operations Manager and Office Manager. She specializes in operations management, portfolio administration, and growth management. She also coordinates new account transitions and account maintenance, with emphasis on guiding our clients through qualified account rollovers and distributions.

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