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® and Chartered Retirement Planning Counselor® designations. Named one of Atlanta Magazine’s Five Star Wealth Managers1, he has appeared on CNN Español and other national and local media. Jaime is actively involved in a number of civic and charitable organizations in the Atlanta area.
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 Plan Counselor and Certified Financial Consultant® 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.
Carl was born in New York, New York. He graduated from Old Dominion University in Norfolk, Virginia in June 1960 with a Bachelor of Business Administration with a major in Accounting. Following graduation he served as a supply officer in the US Navy until 1963. From 1963 until 1975 he worked as a CPA in the Washington, D.C. area. He moved to Atlanta in 1975 as the partner in charge of the Atlanta office of Fox and Company, CPA’s. In 1982 he established his own firm, which became Rosenthal & Kaplin P.C. He has been practicing in public accounting for 48 years.
Casey works behind the scenes at Benedetti, Gucer & Associates to make sure things run smoothly. Her duties include such key functions as placing trades, transferring funds and processing reams of paperwork. Casey came to the firm in 2008 and earned her CFP® certification in 2012. A native of North Carolina, she attended Emory University. When not hard at work at the firm, she can be found tutoring kids as a volunteer at the Drake House.
Christopher Cristallo, MBA, CFP® joined the firm as a financial 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 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.
Allen has been a licensed CPA for twenty-seven years, and while tax planning is her happy place, she finds education and retirement planning incredibly rewarding. She holds a B.S. in Accounting from the University of West Alabama, as well as a Master of Accountancy from the University of Alabama. Allen’s wealth of experience is both non-traditional and diverse.
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.