Financial Symmetry Inc.

Cameron Hendricks is a CFP® professional with 10 years of industry experience, currently serving at Financial Symmetry Inc. since 2011. He is based in Raleigh, NC. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and advisory services including small-business 401(k) plans. The firm employs a disciplined, evidence-based investment approach with a focus on diversified mutual funds and ETFs, particularly factor-based funds from Dimensional Fund Advisors, and manages over $1 billion in client assets.

Jade Brookreson is a financial advisor at Financial Symmetry Inc. in Raleigh, NC, holding a Series 65 credential with one year of industry experience. Prior to joining Financial Symmetry, Jade worked at State Employees' Credit Union and held various roles in the food service and education sectors. Jade is currently employed at Darden Restaurants alongside financial advising. Financial Symmetry serves individual and family clients across a range of wealth levels, offering financial planning, wealth management, and specialized advisory services. The firm employs a disciplined, evidence-based investment process overseen by an Investment Committee and emphasizes the use of diversified mutual funds and ETFs, including factor-based funds from Dimensional Fund Advisors.

Grayson Blazek is a CFP® professional with 9 years of industry experience, currently serving at Financial Symmetry Inc. since 2012. He is based in Raleigh, NC and works within a multi-advisor firm structure. Financial Symmetry serves individual and family clients across various wealth levels, offering financial planning, wealth management, and limited small-business 401(k) advisory services. The firm employs a disciplined, evidence-based investment approach using diversified mutual funds and ETFs, with a particular focus on factor-based funds from Dimensional Fund Advisors.

Grace Kvantas is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Financial Symmetry Inc. since 2015. She is based in Raleigh, NC. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and small-business 401(k) advisory services. The firm employs an evidence-based investment approach overseen by a quarterly Investment Committee and emphasizes diversified portfolios with a focus on factor-based funds from Dimensional Fund Advisors.

Christian Polanco is a CFP® professional with four years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. His prior experience includes roles at Wells Fargo Bank and Virginia Polytechnic Institute and State University. Financial Symmetry Inc. is a partner-owned, multi-advisor firm managing over $1 billion in client assets, providing financial planning and wealth management services to individual and family clients across various wealth levels. The firm employs a disciplined, evidence-based investment process with an emphasis on factor-based funds from Dimensional Fund Advisors and offers coordinated planning supported by in-house tax services and an Investment Committee.

Micheal Smith is a CFP® and Series 65-licensed advisor with 15 years of industry experience. He has been with Financial Symmetry Inc. since 2001. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and limited small-business 401(k) advisory services. The firm employs an evidence-based investment process with an emphasis on factor-based funds from Dimensional Fund Advisors and offers coordinated planning supported by in-house tax services and a quarterly Investment Committee.

Darian Billingsley is a CFP® professional with 5 years of industry experience, currently serving clients at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2016 and previously worked at Pier 1 Imports and NC State University. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and limited small-business 401(k) advisory services. The firm employs a disciplined, evidence-based investment process with a focus on diversified mutual funds and ETFs, including a notable emphasis on Dimensional Fund Advisors’ factor-based funds.

Michael Eklund is a CFP® with 12 years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC, where he has worked since 2012. He holds Series 63 and Series 65 licenses in addition to his CFP® designation. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and small-business 401(k) advisory services. The firm employs an evidence-based investment process overseen by a quarterly Investment Committee and often utilizes diversified mutual funds and ETFs, with a focus on factor-based funds from Dimensional Fund Advisors.

Allison Berger is a CFP® and holds a Series 65 license with 13 years of industry experience. She has been with Financial Symmetry, Inc. since 2004. The firm serves individual and family clients across various wealth levels, providing financial planning, wealth management, and small-business 401(k) advisory services. Financial Symmetry employs a disciplined, evidence-based investment process overseen by a quarterly Investment Committee and emphasizes diversified portfolios including factor-based funds from Dimensional Fund Advisors.

Garrick King is a CFP® professional with eight years of experience in the financial industry, currently serving at Financial Symmetry Inc. since 2018. His prior roles include positions at US Trust and FTB Advisors, as well as a four-year tenure at Campbell University. Financial Symmetry Inc. is a partner-owned, multi-advisor firm managing over $1 billion in client assets. The firm serves individual and family clients across various wealth levels, providing financial planning, wealth management, and specialized services such as tax preparation and estate planning coordination, with an investment approach centered on a disciplined, evidence-based process.

Haley Modlin is a CFP® professional with 12 years of experience at Financial Symmetry Inc. in Raleigh, NC. She has been with Financial Symmetry since 2014. Financial Symmetry serves individual and family clients across various wealth levels, offering financial planning, wealth management, and small-business 401(k) advisory. The firm employs a disciplined, evidence-based investment process focused on diversified mutual funds and ETFs, with a notable emphasis on Dimensional Fund Advisors’ factor-based funds.

William Holt is a Certified Financial Planner® with 13 years of industry experience, currently serving at Financial Symmetry Inc. in Raleigh, NC. He has been with Financial Symmetry since 2006. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and specialized advisory services including small-business 401(k) plans. The firm employs a disciplined, evidence-based investment process with a focus on diversified mutual funds and ETFs, notably factor-based funds from Dimensional Fund Advisors, and manages over $1 billion in client assets.

Niamh Douglas is a CFP® professional with seven years at Financial Symmetry Inc. and two years of industry experience. She is based in Raleigh, NC. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and small-business 401(k) advisory services. The firm employs a disciplined, evidence-based investment process with an emphasis on factor-based funds from Dimensional Fund Advisors and offers supplemental services such as tax preparation and estate planning coordination.

William Ramsay is a Certified Financial Planner (CFP®) with nine years of industry experience. He is based in Raleigh, NC, and is affiliated with Financial Symmetry Inc., where he has worked since 2001. Financial Symmetry serves individual and family clients across various wealth levels, providing financial planning, wealth management, and specialized services such as tax preparation and estate planning coordination. The firm employs a disciplined, evidence-based investment approach overseen by a quarterly Investment Committee and emphasizes factor-based funds from Dimensional Fund Advisors in its portfolio management.

Colton Tickle is a financial advisor at Financial Symmetry Inc. in Raleigh, NC, holding a Series 65 designation with five years of industry experience. He has been with Financial Symmetry since 2016 and previously worked at Hendrick Automotive Group. Financial Symmetry serves individual and family clients across various wealth levels, providing comprehensive financial planning, wealth management, and specialized services such as tax preparation and estate planning coordination. The firm employs a disciplined, evidence-based investment approach overseen by an internal Investment Committee and manages over $1 billion in client assets.