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.

Meg joined BEAM Wealth Advisors, Inc. after over a decade with a top-performing Ameriprise Financial firm where she served as Chief Strategy Officer. She graduated from The Ohio State University in 2012 with a degree in Consumer and Family Financial Services.

Meg’s career began in brand development and marketing, which naturally transitioned into people leadership. She is committed to enhancing the client experience through effective leadership and efficient operations management.

Meg balances her passion for financial wellness with family, yoga, and community involvement through volunteering.

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.

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 and 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.

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.

Morgan joined BEAM Wealth Advisors with three years of experience as a Financial Coach at an independent investment advisory firm in Indiana. She is passionate about learning and serving others. Morgan enjoys volunteering, the beach, and traveling with her husband and dog, Bigsby.

Peggy joined BEAM Wealth Advisors in 2014, overseeing Client Services. Peggy studied music at the University of New Orleans and pursued a career as a solo musician, performing and recording across the United States. Her transition from music to finance demonstrates her adaptability and diverse skill set. Peggy enjoys spending time with her three children.

Michael joined the BEAM team with expertise from an independent broker-dealer. He combines his background in Hospitality and Financial Services to enhance client experiences. Outside of work, Michael enjoys visiting Orlando’s theme parks and spending time with his girlfriend, Kristen.