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 wealth management service 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®, CeFT®
As an experienced Financial Advisor and partner, Allison’s purpose is to inspire clients to create lives of abundance now while laying the foundation for a prosperous future.
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 and has over 25 years of experience in the tax and financial services industry. Over the years, Will has found a passion in helping busy professionals, executives, self-employed entrepreneurs, and couples in and nearing retirement sort through complicated tax situations.
Mike Eklund, CFP®, CPWA®, 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®, ECA, CEPA
Cameron is a Partner and Certified Financial Planner™ with over 10 years’ experience in the financial services industry. With his equity compensation (ECA) designation he specializes in helping employees of technology and life sciences companies that have significant equity compensation. He is also a Certified Exit Planning Advisor for privately held companies on their path to exit.
Grace Kvantas, CFP®, CDFA®
Grace is a partner and Certified Financial PlannerTM with over 12 years of experience in financial planning. She helps busy families and individuals plan for retirement, save taxes, and simplify their financial life.
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 women and families navigate their financial lives through different life stages. She’s passionate about the relationships she builds with clients while serving as a financial coach and working together to create comprehensive financial plans.
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.
Christian Polanco, CFP®
Christian, a Certified Financial Planner™, is dedicated to developing personalized financial plans that prioritize his clients' goals and lifestyle. He firmly believes that everyone should have access to the tools and knowledge necessary for financial success. As a fee-only fiduciary advisor, Christian ensures unbiased advice with his clients' best interests at heart.
Garrick King, CFP®
Garrick is a Certified Financial Planner™ who wants to ensure every client has all opportunities explored and information necessary to make the best financial decisions for their unique lives.
Niamh Douglas, CFP®
Niamh is a Certified Financial Planner™ who strives to provide clients with tools and advice to achieve the utmost financial success. Niamh knows that every client is personally and financially unique. She enjoys getting to know clients on a personal level, building relationships with them, and celebrating their triumphs.
Our Service Team
Heather Gudac
Heather is our Chief Operating Officer, as well as one of our partners in the firm. She guides the firm's core operations, encompassing finance, human resources, and compliance in collaboration with our CCO.
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.
Emma Turner, FPQP®
Emma is one of our Senior Client Service Associates, and is a Financial Paraplanner Qualified Professional SM (FPQP®). She is a direct point of contact for our clients, assisting with all steps of the financial planning process.
Meredith Keel
Meredith is our Portfolio Accounting Manager. She works behind the scenes, assisting our advisors with portfolio accounting, performance reporting and data integrations.
Richelle Morats
Richelle Morats is our Software Development Manager. She works behind the scenes to design and test our internal systems, helping us gain efficiencies in our processes.
TJ Nevis
TJ Nevis is our Senior Software Developer. He works behind the scenes to design and test Client Center and our internal systems.
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 Wealth Management clients. Catherine also prepares our client’s tax returns.
Sam Knighton
Sam is one of our Senior Client Service Associates. She is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model.
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 Wealth Management clients. Mina also prepares our client’s tax returns.
Molly Kaminski, FPQP®
Molly is one of our Client Service Associates. She is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model. Molly is a Financial Paraplanner Qualified Professional SM (FPQP®).
Garrison Weaver
Garrison is one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model.
Matthew Schulman
Matthew is our Tax Planning Associate. He supports our team with tax planning and preparation support, focusing on tax savings opportunities available to our clients. Matthew also works closely with our portfolio managers to handle donor advised fund gifting, qualified charitable distributions and Roth IRA conversions.
Jade Brookreson
Jade is our Operations Associate. She is responsible for the accurate and timely placement of trades and handling asset movement requests for our clients.
Clare McGurk
Clare is our receptionist. 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.
Ella Brotherton, FPQP®
Ella is one of our Client Service Associates. She is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model. Ella is a Financial Paraplanner Qualified Professional SM (FPQP®).
Riley Davison
Riley is one of our Client Service Associates. She is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model.
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 Will Rathburn, Abby Hinson, Avery Wade, and Huy Truong on staff for the fall.
