Heather Gudac

Dec 30, 2024 | financialsymmetry.com | Heather Gudac |Allison Berger |Angela Keeley-White |Bill Ramsay

At Financial Symmetry, we believe that continuous learning helps us better serve our clients. Today, we’re celebrating Riley Davison and Garrison Weaver, who have taken the next step in their careers by earning the Financial Paraplanner Qualified ProfessionalSM (FPQP®) designation from the College for Financial Planning. This achievement is a reflection of their passion, dedication, and drive to bring even more value to our clients.

Oct 14, 2024 | financialsymmetry.com | Heather Gudac |Allison Berger |Angela Keeley-White |Bill Ramsay

We’re excited to shine a spotlight on one of the key members of our team, Catherine Tillery, our Senior Tax Planner. With years of experience, a deep knowledge of tax planning, and a genuine passion for helping others, Catherine brings so much to the table. She is an important member of our team’s approach to tax planning within our wealth management service.

Sep 16, 2024 | financialsymmetry.com | Heather Gudac |Allison Berger |Angela Keeley-White |Bill Ramsay

We are excited to announce that Grace Kvantas has recently achieved the Certified Divorce Financial Analyst (CDFA®) certification. This accomplishment underscores Grace’s unwavering commitment to providing exceptional financial support and clarity to individuals navigating the complexities of life, including divorce. With her experience in working with clients both during and after divorce, Grace has helped many of our clients alleviate financial uncertainty and offer valuable insights.

Sep 3, 2024 | financialsymmetry.com | Heather Gudac |Allison Berger |Angela Keeley-White |Bill Ramsay

We are thrilled to announce that Molly Kaminski and Ella Brotherton have successfully earned the Financial Paraplanner Qualified Professional SM (FPQP®) designation from the College for Financial Planning. This accomplishment showcases their dedication to excellence and commitment to continuous learning in the financial planning field. The FPQP® designation covers investment strategies, retirement planning, estate planning, and tax considerations.

Apr 25, 2024 | financialsymmetry.com | Heather Gudac |Allison Berger |Angela Keeley-White |Bill Ramsay

We take pride in recognizing our team members who not only excel in their roles but also embody our core values. Today, we’re shining the spotlight on Meredith, whose dedication to teamwork and diligence is a testament to FSI’s commitment to a culture where continuous learning and client-focused agility are at the heart of everything we do. Leading a team through a labyrinth of informationFinancial Symmetry captures our clients’ total portfolios within our wealth management service.