Financial Advisors

Jeff Bernier, CFP®, ChFC, CFS
Founder, President and Chief Investment Officer
Phone:  770-641-6360, ext. 10

Jeff Bernier is the founder, President and Chief Investment Officer of TandemGrowth Financial Advisors, LLC, an independent financial planning and investment advisory firm in Alpharetta, Georgia.  Jeff oversees the firm’s investment research and portfolio management team and develops its overall investment strategy.
 
Since entering the financial services industry in 1986, Jeff has devoted his entire career to serving the needs of affluent individual investors who value honest, straightforward advice. Jeff serves a diverse client base of successful business professionals who entrust him with the oversight and management of their financial assets. As a primary relationship manager, Jeff helps families evaluate the opportunities, benefits, costs and tradeoffs of their financial and life choices.
 
A frequent speaker and published author, Jeff enjoys sharing his experiences on issues of importance regarding tax planning strategies, retirement distribution and asset allocation for retirees and long-term investors throughout the Southeast.
 
Jeff received his bachelor’s degree from the University of Georgia where he majored in finance and a master's degree in financial planning from The College for Financial Planning in Denver. Moreover, formal training has led him to earn three professional designations including Certified Financial PlannerTM (CFP®), Certified Fund Specialist (CFS) and Chartered Financial Consultant (ChFC), a testament to his commitment to continuing education. Jeff is a member of the Financial Planning Association (FPA), the fee-only National Association of Personal Financial Advisors (NAPFA), and the Phoenix Group, a national group of elite wealth advisors that meet periodically to collaborate on industry “best practices.”  He is a member of the Atlanta Athletic Club, enjoys golfing and serving as a counselor for A Beacon of Hope.  Jeff currently resides in John’s Creek with his wife Ashley and their two children, Nicholas and Natalie.  They are members of Mt. Pisgah United Methodist.
 
CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
 
 
Mona Fahmy, MBA, CFS, AIF® 
Sr. Financial Advisor
Phone:  770-641-6360, ext. 11   

Mona Fahmy is a Senior Financial Advisor and Portfolio Manager for TandemGrowth Financial Advisors, LLC.  She has unique skill in assisting clients in defining financial goals and values and coaching clients in aligning their actions and resources with their goals.  She also assists with development of the investment strategy for the firm, and researching investment managers and asset classes.  Mona manages investment operations and oversees client performance reporting, billing, trading, and investment strategy changes. 
 
Hired by Jeff Bernier in 1998 to oversee client service requests, Mona transitioned with Jeff when he created TandemGrowth in 2003.  Since this time, Mona has quickly advanced her career serving in several different financial planning and investment advisory roles.  She is a key point of contact for clients seeking counsel on investment strategies. Mona believes strongly in the need for families to develop a comprehensive financial plan and a well thought out, tax-efficient investment strategy to help preserve and grow their assets.  Throughout her tenure in the financial services industry, Mona has continued to combine her sharp technical and analytical skills with her love for client service.  She works closely with the firm’s clients to help them in the attainment of their life’s goals. 
 
Mona is from Athens, Georgia, where she attended the University of Georgia and received a degree in international business.  After graduation she traveled to Egypt to pursue a master’s degree in business administration at the American University in Cairo.  While overseas Mona worked as a global marketing assistant for Citibank and a market research consultant for Coopers and Lybrand.  She is a Certified Fund Specialist (CFS) and has earned the Accredited Investment Fiduciary (AIF®) designation.  She is currently enrolled in the College of Financial Planning’s Certified Financial Planner program. She is also a member of the Financial Planning Association (FPA).

Mona lives with her family in Alpharetta and is actively involved in the activities of her two children.  She enjoys cooking and entertaining friends and relatives.
 
 
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