Who We Are
Bo Gibbs
Founder and CEO
Bo Gibbs is a financial advisor and Fiduciary who holds a Series 65 and insurance license. Since 1997, he has worked in financial services assisting people in or near retirement.
Born and raised in Anchorage, Alaska, Bo has over twenty five years of experience in the financial services industry.
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.
In early 2015, after years of success, Bo founded Gibbs Wealth Management to help other Advisors achieve the same success as he has had. Over the last 10 years, between his personal and Advisor‘s managed assets GWM manages close to $500 million in client assets. In addition he personally produces well over $50 million a year in new business and is fully engaged at the field level all the while running the company.
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.
MEET OUR TEAM
Our team includes professionals who can provide financial planning, money and wealth management, estate and tax planning, insurance strategy and retirement income planning. In addition, our group takes a client-centered approach. Whether it’s calling you with client updates, offering educational events, or simply answering your questions quickly and effectively, our team is here to help you on your retirement journey.
Alison Gibbs
VP and Chief Financial 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 Financial Officer. In her free time, she enjoys playing tennis and spending time with her family and their golden retriever, Daisy.
Dan Mowery
Vice President of Operations
Dan Mowery is a born and raised GA native. He and wife, Katie have three children and live in Cherokee County. Dan has an extensive background in Financial Services from working in several capacities across the industry. Dan’s current licensing credentials are the Series 6, Series 63, Series 65 and Life and Health Insurance License in the state of GA. Along with his experience facing financial planning, he is also highly knowledgeable in Medicare and the transition of those benefits for retirees. In his free time, Dan enjoys fishing, golf and staying active. He is a big believer in getting his kids outside and off of anything with a screen.
Kurt Brown
Chief Investment Officer
Kurt Brown is the Chief Investment Officer for Gibbs Wealth Management & Townsquare Capital in Provo, Utah. In this role, he is also the head of the investment committee and oversees the creation of portfolios for clients. This includes assessing outside money managers and selecting asset classes. He has close to 25 years of specific experience in capital markets experience, both on the buying and selling sides. His experience includes managing hedge funds, portfolios for Fortune 500 companies, Taft Hartly plans, university endowments, bank trust portfolios, and individual retirement accounts.
Before taking his current position, he worked for Alta Capital, which is a quality growth equity manager located in Salt Lake City, Utah. His 12-year position with Alta Capital saw a lot of growth for him personally and the company as a whole. He helped to take the $300 million of the firm’s assets and grow it to over $3 billion.
Even with his extensive investment work, Kurt also has experience as a speaker at investment conferences, CPA and estate planning conferences, and universities for a wide variety of audience members. He has the experience to talk about capital markets inefficiencies and conflicts of interest related to investment products and brokerage firms.
He earned a degree in economics and finance from Brigham Young University and still serves in the capacity of an adjunct professor there, as well as a board member of The Ballard Center for Economic Self-Reliance.
Peter Van De Beek
Chief Compliance Officer
Pete has over 8 years of investment-advisory related experience, advising clients on regulatory obligations and helping to maintain their compliance programs on a BAU basis as outsourced CCO. Previously, Pete was an asset management attorney at Nomura where he advised the corporate research and asset management teams on all regulatory and contractual considerations related to new business initiatives. Additionally, Pete worked at an outsourced CCO firm Cipperman (since acquired by ACA) where he led client engagements and built and maintained compliance programs for RIA’s and broker-dealers. Pete received his JD in corporate law from Pace University School of Law and his BA in Psychology from The George Washington University. Pete is currently licensed and in good standing with the New York Bar Association. In his spare time, you can find Pete on the golf course or in Ocean City, NJ. I am excited to be working with Gibbs Wealth Management as their Chief Compliance Officer and helping support its Advisors all across the US grow their wealth management practices.
Don Yaeger
Strategic Partner
As an award-winning keynote speaker, an eleven-time New York Times Best-selling author, host of the top-rated Corporate Competitor Podcast, Executive Leadership Coach, and longtime Associate Editor for Sports Illustrated, Don Yaeger has fashioned a career as one of America’s most provocative thought leaders.
He is primarily sought to discuss lessons on achieving Greatness, learned from first-hand work alongside some of the greatest sports and business legends in the world. Additionally, Don has been retained by companies and organizations to coach their leaders on building a culture of Greatness, using the framework built through his exhaustive study of Great Teams in sports and business, discerning the lessons we can learn from them. In 2023, Real Leaders magazine acknowledged Don as a “Speaker to Watch” because of his success on stage.
Throughout his writing career, Don has developed a reputation as a world-class storyteller, in fact, renowned thought leaders such as John Maxwell and Simon Sinek have called Don the best storyteller they have ever worked with! Because of these achievements, Don has been invited as a guest to every major talk show – from Oprah to Fox Business News, from CNN to Good Morning America.
Allie Hinton
Director of RIA Business Development & Operations
Hannah McClendon
Director of Wealth Management and Client Relations
Hannah was born and raised in Georgia. She earned her associate’s degree in photography at North Georgia Technical College, where she learned valuable interpersonal skills. Hannah thrives on being able to assist others and to be able to bring happiness to their day!
Professionally, Hannah has worked in customer service roles where she has given customers the best experience possible, whether it is at an escape room, weddings, or real estate photography, Hannah enjoyed interacting and meeting people! Hannah manages all new and existing wealth management accounts. Hannah currently lives in Cumming Georgia with her husband Joseph and dog Rip.
In her free time, she can be found road tripping, party planning, and hanging out with her family!
Jacob Staton
Director of Marketing & Client Events
Jacob was born and raised in the Atlanta area, but he has family scattered all around the country. He began attending Kennesaw State for Software Engineering. After a couple of years, he ended up finding his passion for sales. He decided to change paths to studying business with a focus on professional sales. Jacob is now the Marketing Director for Gibbs Financial Group & Gibbs Wealth Management. HIs job responsibilities include handling and tracking correspondence with new business prospects. He also plans and executes educational seminars for both prospective and current clients. In addition, he helps with operational assistance for our advisor training events.
If he is not working or studying, he is golfing, attending Braves games, or working on becoming a certified skydiver with plans to travel the world. Seeing a place at 16,000 feet truly gives a one-of-a-kind perspective. Jacob has never really had a chance to travel much in his life, and his unfamiliarity as to what he is missing out in the world drives him every day. This position provides a unique opportunity to help others reach their goals while he is in the process of meeting his own. He is very excited about the opportunity to get his foot in the door of the financial services industry.
Alexia Gonzalez
Director of Life & Annuity Client Services
Alexia is originally from Massachusetts, she has since relocated to Norcross, Georgia with her husband, Kairo. Where they share two dogs and a cat: Jiggy, Kirby, and Stella. Alexia holds a deep love for her family, finding solace and joy in their company.
When not busy at work, she can often be found on a walk with her dogs, indulging in her favorite comedies or watching New Orleans Saints football. Alexia is a driven and enthusiastic professional.
At Gibbs Financial Group Alexia manages all new and existing annuity policies.
Prior to Gibbs Financial Group Alexia spent the past 7 years in the mortgage industry, where she found a passion for organization and a keen eye for detail. Her exceptional problem-solving skills and dedication to client satisfaction have consistently resulted in successful transactions and long-term relationships. Any day she can assist someone is a great day in her book.
Shae Amerson
Director of New Business
Shae Amerson was born and raised in Atlanta, Georgia and has extensive knowledge in the financial industry. She earned a Bachelor of Business Administration degree with an emphasis in Marketing from Clayton College and State University where she attended on a full collegiate basketball scholarship.
Prior to joining Gibbs Wealth Management as a Director of New Business, she was a Director of Investment Reporting where she focused on client needs and advisor support. Shae has several years of operational experience from trading, reporting and compliance.
Shae’s main focus is always putting the client first and is excited to join the GWM team.
Outside of work Shae enjoys traveling with her spouse Khris, college football, golf, volunteering in her community and her precious dog Gus.
Melissa Brooks
Marketing, Graphic and Web Designer
Melissa was born in Austin, Texas, and attended the University of Texas at Austin. As someone who loves to travel and explore new cities, she moved up and down the East Coast and eventually settled in Rhode Island, since it was on the ocean. She began working with Gibbs Financial Group over 9 years ago and continues to work closely with the GFG marketing team expanding the brand. She now owns her own design and marketing company. You can view her portfolio and request to work with her at RedDesignCreates.com.
In her free time, Melissa enjoys gardening, hiking, the beach, of course creating art! She also teaches art to “at-risk” youth in Rhode Island.
Ryan Bauman
Financial Advisor
Ryan was born in Georgia and grew up in the Roswell area. He attended college at The University of Georgia where he obtained his Bachelor’s degree in Economics and Marketing. Ryan holds a Series 65 and insurance license and has been involved in the financial industry for over 5 years.
Ryan started his career at a Fortune 50 company where he gained experience working with clients, leading teams and projects, and conducting financial and competitive analysis. Before long, Ryan discovered his true passion of helping people with their financial goals, and he is relentlessly committed to providing second-to-none client service. Ryan has a strong desire for continuous education and loves to stay informed on current economic and market developments. He also has a detailed understanding of investments in residential real estate.
In his current role, Ryan advises and supports clients with all aspects of their investment and retirement objectives, and he treats each day as an opportunity to help someone. In his free time Ryan enjoys running and exercising, watching and playing all kinds of sports, and spending time with family and friends.
Pat Ferrer
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