BEAM Wealth Advisors Team

From his friendly, down-to-earth approach, one might never guess that Financial Advisor and Managing Principal Bob Gucer holds advanced degrees in finance from one of Europe’s most prestigious universities. That is, until you started working with him and saw for yourself his wealth-building expertise.

Bob calls himself a “listener” who takes pride in getting to know his clients and establishing deep and valued relationships with every one. His first focus is always on learning everything the client is willing to share about his or her financial, personal and professional aspirations.

Bob describes his typical client as an individual whose financial life has grown increasingly complex. Often, that client is already working with a CPA, a stock broker, an insurance agent and even an estate attorney and is looking for someone to coordinate the efforts of these professionals and provide sound advice. He believes that his holistic and collaborative approach to financial planning does just that.

Among his many community activities, Bob is particularly proud of his involvement in the Kelly Mill Elementary School Watch D.O.G.S. (Dads of Great Students) program. Watch D.O.G.S. is the initiative of the National Center for Fathering, which organizes fathers and father figures to provide positive role models for students and to enhance school security. The Istanbul native is also an active member of the Turkish American Cultural Association.

Jaime is a partner at the firm and a practicing Wealth Advisor. 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.

In addition to advising individual clients, Jaime specializes in helping companies improve their Qualified Retirement Plans. Working directly with owners, CFO’s or Heads of Human Resources, he has helped companies with 50 to 500 employees enhance the overall effectiveness of their retirement plans – often at no additional cost to them.

Ever curious, his current professional interests include cryptocurrencies, NFT’s, and decentralized finance, as well as the impact that blockchain technology is having on traditional financial institutions.

Jeff joined BEAM Wealth Advisors in 2022 as the Chief Investment Officer. His diverse financial markets experience includes roles as a bank examiner, institutional equity research analyst, and Chief Investment Officer for a large Ameriprise Private Wealth practice. Jeff is a CFA charterholder and CAIA charterholder.

Jeff’s uses a prudent approach to investment management. He builds portfolios from a risk management perspective, helping avoid large drawdowns in asset prices. Jeff’s background in economics allows him to identify macroeconomic risks in a timely manner, helping guide the asset allocation decision. Jeff considers diversification essential; holding a collection of assets whose performance varies at different times is the hallmark of an efficient portfolio.

Amy boasts over two decades of expertise as a compliance officer and regulatory consultant, serving various financial firms. She holds a Bachelor of Science in Accounting from Florida Atlantic University.

Amy’s commitment to compliance and regulatory consulting makes her an asset to the firm and clients. When not hard at work, Amy enjoys spending time with her family and exploring Denver and its surrounding cities.

Before joining as COO, Jennifer spent over 15 years in operational leadership roles. With key roles at multiple large RIA’s, she has led integrations, systems implementations, and acquisitions, all while building strong teams and departments that drive efficiency and foster growth and development. Jennifer is passionate about wealth management and the significant value it brings to clients’ lives and feels that every role ultimately contributes to the client experience, the ability for clients to accomplish their goals, and the peace of mind from having a trusted advisor to partner with. Her goal is to build strong teams, with people who love what they do and are empowered to grow, with operational processes that support our company and clients with excellence. Outside of work, she enjoys spending time outdoors, gardening, volunteering, cooking (and eating) great food, and most importantly enjoying time with her husband, children, and family.

Garrett, Wealth Advisor, is passionate about delivering insightful financial advice to existing and prospective clients. Garrett brings a wealth of expertise gained through his CERTIFIED FINANCIAL PLANNER™ Designation and his tenure in the financial services industry. A proud Louisiana native and an alumnus of Louisiana State University, Garrett earned his degree in Finance with a specialized focus on Financial Planning.

Notably, he also served as an Infantryman in the United States Marine Corps, a testament to his dedication and discipline. Garrett enjoys traveling, live music, and Brazilian Jiu-Jitsu training when he is not hard at work for clients.

Chris joined the firm as a qualified retirement plan advisor, 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.

As a qualified retirement plan advisor and CFP professional, Christopher understands the complexities of the ever-changing financial climate and how to connect with businesses and individuals. His attention to detail, listening skills, and keen understanding help him serve and appreciate his clients.

David, Wealth Advisor, Accredited Asset Management Specialist, has over seven years of experience at BEAM Wealth Advisors, focusing on building strong fiduciary relationships based on trust and open communication.

He strives to ensure that his clients feel confident and well-informed throughout their financial journey. David enjoys tennis, golf, music, and is active in his local Rotarian chapter and the St. Tammany Chamber of Commerce.

Adam Howard, CERTIFIED FINANCIAL PLANNER™, joined the firm 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 joining us, 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.

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.

Heather considers all aspects of the client’s life and their complete financial picture. By adopting a holistic methodology, she guides her clients through a comprehensive evaluation process. This approach enables her to formulate both short and long-term strategies that encompass wealth preservation and enhancement, retirement and Social Security planning, risk management, wealth transfer, and philanthropy. In addition to these strategies, Heather is passionate about supporting individuals navigating significant life transitions, including divorcees and widows.

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 Specialist^SM designation.

John joined the firm in 2025 with more than two decades of experience in the field of investments, finance, and helping clients realize their financial goals through comprehensive financial planning. For fourteen years, he ran his own private financial practice. John has been actively involved in a number of non-profit organizations over the years. His hobbies include owning and exhibiting championship Whippets, and keeping up his French language skills and physical fitness.

Cyndi brings four decades of experience in the financial industry to BEAM Wealth Advisors. She is dedicated to excellence in her role as Director of Trading and Rep Relations. When Cyndi is not busy assisting advisors with trading and managing rep relations, she enjoys spending time with her husband, also employed at BEAM, three children, three grandchildren and the family Yorkie named Munks.

Prior to joining BEAM Wealth Advisors, Liz has had an extensive 19-year career as the Business Development Manager for a top-ranked Ameriprise Private Wealth practice. She graduated from The Ohio State University with a Bachelor of Science in Human Ecology, specializing in Family Resource Management, and a minor in Economics. During her studies, Liz discovered a passion for individual wealth management and helping families in managing their financial resources. In her spare time, Liz enjoys spending time with her husband, James, their 10-year-old twins, Michael and Piper, their 14-year-old Bassett Hound, Mable, and their new turtle, Snoozer.

Dayna is the first point of contact for clients at the firm. She has over 30 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.

Greg joined BEAM Wealth Advisors in 2024 after graduating from Virginia Tech with a Finance degree concentrating in investment management. Since embarking on his career, Greg has been dedicated to utilizing cutting-edge investment techniques to deliver exceptional support and guidance to clients. Outside of his professional endeavors, Greg is an avid basketball and golf enthusiast, often found on the court or the green during his free time. His commitment to integrating advanced strategies with a personal touch helps clients navigate their financial journeys with confidence and clarity.

Theresa has been with the firm since 2023 and is passionate about creating memorable client experiences through thoughtful marketing, gifting, and special events. Theresa holds a degree in Communications with a concentration in Public Relations from the University of North Georgia, along with several User Experience Design certifications. Drawing on more than a decade in customer service and early-career experience as a Technical Recruiter, she aims to bring a personal touch to every client interaction. Outside of the office, she enjoys life in Atlanta cooking, crocheting, planning her next adventure, and spending time with her boyfriend and two cats.

Robin has extensive experience in hospitality, with a strong background in customer service and client relations. She graduated from the University of Louisiana at Lafayette, where she earned a
bachelor’s degree in Business Management with a concentration in Hospitality Management. When she’s not traveling or spending time with friends and family,
Robin enjoys relaxing with her husband and their dachshund, Lou Lou.

April joined the firm in 2025 with decade of experience in the wealth management industry and a background in finance, accounting, tax, and telecommunications. She has been an Enrolled Agent for 4 years and is highly skilled in office operations and customer service. Outside of work, April enjoys baking cakes and cupcakes for various events.