Who We Are
Founder and CEO
Bo Gibbs is a financial advisor who holds a Series 65 fiduciary license. Since 1997, he has worked in financial services assisting people in or near retirement. With his decades of experience, Bo has been recognized as one of the top 1% ranking financial services professionals in the industry since 1999. In addition, he was nominated by Senior Market Advisors for the 2016 Advisor of the Year Award.
Mr. Gibbs holds a Bachelor of Science Degree in Finance and Economics from Indiana University. Additionally, he participates regularly in industry events and educational workshops to keep himself informed on current financial information and trends. He founded his company, Gibbs Financial Group, in 2009 and Gibbs Wealth Management in 2015.
Bo lives in the Atlanta area with his wife and three children. He is passionate about helping his clients develop a clear retirement objective and providing a high level of service. He has been a speaker at hundreds of events throughout his career, presenting on various retirement topics.
VP and Chief Operations Officer
Alison Gibbs is originally from Cincinnati, Ohio. She attended Indiana University in Bloomington, Indiana where she earned her Bachelors and Masters degrees in psychology and counseling and met her husband, Bo. She worked as a child therapist and high school counselor before leaving the workplace to take care of their 3 children.
Alison and Bo started Gibbs Financial Group together. She currently serves as the Chief Operations Officer. In her free time, she enjoys playing tennis and spending time with her family and their golden retriever, Daisy.
Director of New Business
Aimee Zahora is originally from Indianapolis, Indiana. She earned her BS in English Education from Ball State University. Then she secured her MS in Information Science from Indiana University.
Aimee worked for a Fortune 50 company in the agricultural industry for twenty years. After that, she relocated to Georgia to spend more time with her family.
She finds joy in trail walking, playing the piano, and sharing time with her family and friends. She currently serves as the Client Relations Representative for both Gibbs Wealth Management and Gibbs Financial Group.
Alexus is originally from South Arkansas. Alexus joined Gibbs Financial Group in September of 2021, where she is the marketing director. Alexus graduated from Southern Arkansas University with her bachelors degree in Mass Communications. Alexus has a diverse background in Public Relations, Digital Marketing and Public speaking. Alexus competed for the title of Miss Arkansas under the Miss America Organization and is a proud member of Alpha Kappa Alpha Sorority Inc.
During her free time she enjoys traveling, trying new adventures around the peach state, videography, photography, and blogging.
Director of Operations
Wealth Management Client Relations
While Jenny grew up all over the South, she identifies as a Georgia peach through and through. She attended the University of Georgia, where she graduated with a Bachelor of Arts in International Affairs and a minor in Public Policy and Management as well as a life-long love of the Dawgs. Sic ‘em!
With prior experience in the legal and healthcare industries, Jenny is excited to add financial services to her belt by helping clients with any requests or changes they want to make to their wealth management accounts.
In her free time, Jenny likes to bake and go exploring with her dog, Freya.
Annuity and Life Client Relations
Alicia Terrell is originally from Sicklerville, New Jersey. She attended Alabama State University where she earned her Bachelors in Computer Information Systems. Alicia worked as a law enforcement officer for 2.5 years before she relocated to Georgia where she started to work in the insurance industry.
Graphic and Web Designer
Regional Vice President /Strategic Partner
Pat has over 25 years of experience and has worked as an advisor, wholesaler, and in a National Sales Management role. The responsibilities included training advisors on wealth management and investment strategies, asset allocation plans, and retirement income programs. Additionally, he has spoken at numerous advisor seminars, conferences and retreats, both throughout the US and abroad.
Currently serving as the Regional Vice President of the Southeastern U.S. for Orion Portfolio Solutions, Pat’s past companies include; Allmerica, Old Mutual, Jefferson National, and Gladstone. Located in the Atlanta area, he travels nationally for Orion, as well as locally covering the SE. (GA, FL, Al, MS and PR)
Pat is a support partner to advisors and firms like Gibbs Wealth Management to help their clients and refine their advisory business. A graduate of Rutgers University, Pat regularly enjoys family time, golf, travel, reading, wines, and supporting the Atlanta Community Food Bank