May 11, 2015

FSI’s 5th Annual Client Appreciation Night

Heather Gudac

Our 5th Annual Client Appreciation Night was held on April 24th– a beautiful Friday night–as the Durham Bulls took on the Gwinette Braves.  The game was spectacular–ending in a walk-off home run followed by what many describe as the best firework show in the Triangle.

This year we were lucky to have our entire FSI Team in attendance.  We were able to introduce Haley Hobgood, our newest employee to our clients.  Haley will be joining us full-time in June as our new Client Service Associate. In addition, Mike Eklund,  CFP®, CRPC®, MBA and Cameron Hendricks, CFP®  were also reintroduced to many, as Mike has just become FSI’s newest partner, and Cameron has become our newest Advisor.

We are so thankful that many of our clients that have been with us–more specifically working with Bill Ramsay, CFP(R) since the late 90s–were in attendance.  Many of our new clients also joined us, making this year’s event even larger than those of the past.   Thank you again to everyone that was able to attend this year!

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May 11, 2015

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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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