Heather Gudac

Heather serves as our Chief Operating Officer and is a pivotal partner at Financial Symmetry. Guiding our day-to-day operations, she continually elevates the quality of client relationships. Entrusted with crafting and executing Financial Symmetry’s strategic internal management, Heather manages the firm’s core operations, encompassing finance, human resources, and compliance in collaboration with our CCO.

Having embarked on her journey with FSI as an intern, Heather’s expertise boasts over a decade in operations management. This depth of knowledge has been instrumental in fostering growth for Financial Symmetry in both team expansion and enhanced client services.

Heather’s dedication to refining our firm’s internal mechanisms is evident in her close collaboration with FSI’s advisors. Her hands-on experience with clients, coupled with her proficiency in account rollovers, distribution, and adeptly handling intricate estate and divorce distributions, adds immense value.

Heather’s journey with us saw her excel as our Operations Manager from 2010 to 2020, preceded by her roles as an Operations Specialist and Office Manager between 2008 and 2010. She earned her Bachelor of Science in Business Management, focusing on Finance, from North Carolina State University. Joining Financial Symmetry in late 2006 as an intern, Heather’s commitment saw her ascend to a partnership role by 2013.

Outside the professional realm, Heather and her husband, Alex, share their Durham home with their adventure dog, Benji. An avid music lover, Heather has a passion for vibrant concerts and supporting local artists. She and Alex enjoy cheering for the Carolina Hurricanes.

Heather’s commitment to excellence extends beyond Financial Symmetry. She is an engaged member of the High Impact Financial Operations Network (HIFON) and is apart of several mentoring groups within the HIFON community.