Heather Gudac

Heather is our Operations Manager and Office Manager.  She began her career in late 2006 when she joined us as an intern during her junior year of college at NC State University. Heather specializes in operations management, portfolio administration, and growth management.  She also oversees our internship program and assists with our marketing efforts.

Working closely with FSI’s advisors, Heather coordinates new account transitions and account maintenance, with emphasis on guiding our clients through qualified account rollovers and distributions.

Originally from New Jersey, Heather grew up east of the Triangle in the small town of Pine Level, North Carolina.  She graduated from NC State University with a Business Management degree, with a concentration in Finance.

Heather and her husband Alex reside in a historic Durham neighborhood with their dog, Sweetie. They enjoy traveling to the many unique areas of North Carolina, with the Blue Ridge Mountains and the Crystal Coast being their favorite spots.

When not traveling, Heather enjoys attending NC State Football, Carolina Hurricanes and Durham Bulls games.

hgudac@financialsymmetry.com
919-851-8200 ext. 205