September 27, 2011

Cameron Hendricks joins Financial Symmetry

Heather Gudac

Financial Symmetry recently expanded our Operations Department by adding Cameron Hendricks to our team as our new Data Specialist.

Cameron joins the firm after participating in FSI’s financial planning internship program in the spring of 2010. He recently graduated from NC State University with a B.S. in Business Administration, Finance, with a minor in Accounting.  As Financial Symmetry has continued to grow, so has Cameron’s role within the company.

Cameron’s responsibilities include supervising data collection and processing for our clients’ accounts, developing new processes to manage incoming data, and assisting our advisors with wealth management reporting. Cameron also supports our team’s cost basis reporting and tax preparation services.

He is looking forward to improving and establishing new data processing procedures that will benefit FSI’s clientele in each of their fee-only services- financial planning and continuous service.

To find out more about Cameron, click here to read his bio, email him at chendricks@financialsymmetry.com or call him at (919) 851-8200 ext. 207

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September 27, 2011

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Heather is our Chief Operating Officer and partner with the firm. Heather is responsible for overseeing operations across our firm to enhance the quality of our client relationships. She began her career with Financial Symmetry in 2006 as an intern and became a shareholder in 2013.

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