Heather Gudac has become the newest partner in Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm.
Gudac states, “I am proud to join the firm as a partner and look forward to contributing to our high-level client service model as our company continues to grow. I am excited to share ownership in a company that is built on a strong foundation, with an emphasis on team work and service.”
Heather began her career with the firm as a financial planning intern in late 2006. This transitioned into a full-time position as Operations Specialist and Office Manager in 2008, and was followed by promotion to Operations Manager in 2011. Heather is a graduate of North Carolina State University, with a BS in Business Management.
“Heather’s talent and skill have been a great asset to FSI. She has been integral in not only keeping our company operating smoothly, but also advancing our processes so we can continue to improve services and manage our growth. We’re delighted to welcome her as a shareholder and officer of the company,” says Financial Symmetry founder Bill Ramsay, CFP®.
In addition to her responsibilities of overseeing the daily operations of the firm, Heather assists with portfolio administration and growth management, and manages a growing operations team. Working closely with FSI’s advisors, Heather coordinates new account transitions, supervises account maintenance and guides our clients though qualified account rollovers and distributions processes.
