Jaime Benedetti, CFP®, CRPC®, AIF®
WEALTH ADVISOR/MANAGING PRINCIPAL
Jaime, one of the founders of Benedetti, Gucer and Associates, is a partner at the firm and a practicing Financial Planner. A native of Colombia, Jaime holds a degree from the University of Dayton and Georgia State University, as well as Certified Financial Planner®, Chartered Retirement Planning Counselor®, and Accredited Investment Fiduciary designations. Jaime has appeared on CNN Español and other national and local media. He is actively involved in a number of civic and charitable organizations in the Atlanta area.
Bob Gucer, MBA, CFP®, ChFC® CRPC®, AIF®
WEALTH ADVISOR/MANAGING PRINCIPAL
Fellow founding partner Bob Gucer is a native of Istanbul, Turkey. He earned a degree in finance from France’s Universite d’Orleans and a Masters degree in finance and economics from this prestigious school. Bob also holds the Certified Financial Planner, Chartered Retirement Planning Counselor and Accredited Investment Fiduciary designations. He is a member of the national Financial Planning Association and the FPA of Georgia. Among his many civic and charitable activities, Bob is active in initiatives that seek to provide positive role models for students.
Meg Randle
CHIEF OPERATING OFFICER
Meg joined Benedetti, Gucer and Associates after a decade with one of the top performing Ameriprise Financial firms in the nation. She graduated in 2012 from The Ohio State University with a degree in Consumer and Family Financial Services. Meg began her career as a Creative Director with a focus on brand development and marketing. After five years, she grew into an executive leadership role with her previous practice. At Benedetti, Gucer and Associates, Meg manages the firm’s operations and employees. Along with her passion for financial wellness, she is enthusiastic about her family, yoga, and volunteering in the community.
Amy Betts
CHIEF COMPLIANCE OFFICER
Amy Betts has over 20 years’ experience as a compliance officer and regulatory consultant to insurance companies, agencies, broker/dealers, and investment advisory firms. Her areas of expertise include regulatory consulting, risk management, compliance reviews, staff training and mentoring. She has worked with companies such as Pacific Life, Protective Life, American General, Bank of America and Wachovia Securities. Amy was a First Vice President of Compliance and Independent Consulting Services with Mutual Service Corporation. In this role, Amy managed compliance staff as well as led the development of an advisory consulting service and support team to over 50 independent advisory firms associated with Mutual Service Corporation. Amy graduated from Florida Atlantic University with a B.S. in Accounting.
Jeffrey Cone, CFA® CAIA®
CHIEF INVESTMENT OFFICER
Jeff joined Benedetti, Gucer, & Associates in 2022 as the Chief Investment Officer. Prior to joining the firm, Jeff built a diverse array of experience within the financial markets industry, including as a bank examiner, institutional equity research analyst, and as the Chief Investment Officer for a large Ameriprise Private Wealth practice. Jeff considers diversification essential; holding a collection of assets whose performance varies at different times is the hallmark of an efficient portfolio. Outside of the office, Jeff enjoys hiking with his girlfriend, Sam, and their dogs.
Christopher A. Cristallo, MBA, CFP®
QUALIFIED RETIREMENT PLAN ADVISOR
Christopher Cristallo, MBA, CFP® joined the firm as a qualified retirement plan advisor in 2019, after working at a large employee benefits firm. He has a background in financial services and specializes in employer-sponsored retirement plans. Christopher holds CERTIFIED FINANCIAL PLANNER™ designation and has his Master of Business Administration (MBA) from Mercer University’s Stetson School of Business and Economics. In his spare time, he enjoys fly fishing and being in the outdoors with his wife, Liz, and dog, Frenchie.
Heather Gardner, CFP®
WEALTH ADVISOR
Heather Gardner has been serving families as a CERTIFIED FINANCIAL PLANNER™(CFP®) in the financial services industry since 2010. Prior to joining Benedetti, Gucer & Associates, she spent 8 years as a partner on a two-advisor team at Merrill Lynch and 3 years developing and delivering Financial Plans for a large RIA. In her prior career, she worked as an organizational development consultant for McKesson, and as a Senior Management Engineer at Duke University Medical Center.
Arish Nurani, CFP® Nurani, CFP®
WEALTH ADVISOR
Arish Nurani joined Benedetti, Gucer & Associates in 2022 as a Wealth Advisor to help individuals and families reach their financial and life goals. Arish also serves as a member of the investment committee, collaborating with the firm’s CIO and others on the investment and portfolio decisions. Additionally, he has helped in creating and is the host of our podcast, “Map Your Money.” Arish is a CERTIFIED FINANCIAL PLANNER™ and holds an Accredited Asset Management SpecialistSM designation.
Adam Howard, CFP®
WEALTH ADVISOR
Adam Howard joined Benedetti, Gucer & Associates in 2023 as a Wealth Advisor. He began his career in the financial services industry in 2012; during his tenure he worked at two of the largest broker-dealers in the United States. While working at these firms, Adam began to realize his true calling in the industry – financial planning. Prior to BGA, Adam spent seven years as an Investment Manager at a local wealth management firm in Ponte Vedra Beach, where he conducted holistic financial planning and managed client’s assets.
Dayna G. Adams
DIRECTOR OF CLIENT SERVICES
Dayna is the first point of contact for clients at Benedetti Gucer & Associates. She has 32 years of business experience including 20 years working with C level executives and business owners assisting with development of business processes. In 1999 Dayna Co-Founded and served as Director of CyberCapital, Inc. where she assisted in planning & organization in its start-up operations. Dayna has been involved in the development of processes and procedures in business organizations including AT&T, ProvidentUnum & Gaynes Financial Services. In 2006 Dayna received certification from Securities America, Inc. as a certified financial planning assistant as well as receiving a Bachelor’s Degree in LPL Financials’ AdminU program.
Morgan Steger
DIRECTOR OF TRADING AND BILLING
Morgan joined Benedetti, Gucer & Associates after 3 years serving as a Financial Coach at an independent investment advisory firm in Indiana. Previously, she attended Purdue University with a concentration of Financial Consulting and Advising. Her love for serving others led her to pursue a career in Financial Services. Originally from Chicago, Morgan recently moved to Savannah with her husband, Christopher, and their dog, Bigsby. In her free time, she enjoys volunteering, spending time at the beach, and traveling
Michael Feeney
DIRECTOR OF MEMORABLE CLIENT EXPERIENCES
Michael joined Benedetti, Gucer & Associates in 2023 as the Director of Memorable Client Experiences. Prior to joining the firm, he garnered a wealth of experience over five years at an independent broker-dealer, where he honed his skills in Operations, Transitions, and Onboarding. Combining a background in Hospitality and Financial services, Michael has consistently demonstrated a passion for empowering others to achieve their objectives. Beyond his professional pursuits, he finds joy in leisurely outings to the Orlando theme parks alongside his girlfriend, Kristen.
Theresa Kovach
DIRECTOR OF FIRST IMPRESSIONS
Theresa joined Benedetti, Gucer & Associates in 2023 as The Director of First Impressions. She began her career as a Technical Recruiter at top National and International firms, collaborating with startups, mid-size enterprises, and Fortune 500 & 100 companies to solve their unique hiring challenges. She possesses a degree in Communications with a concentration in Public Relations from the University of North Georgia and holds several User Experience Design certifications. Additionally, she has over a decade of experience in customer service. You can find Theresa in Atlanta, most likely spending time with her boyfriend, Nate, or her cat named Rinko.