Who We Are

Bo Gibbs

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.


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. 

Aimee Zahora

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.

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

Anna Neal

Director of Annuity & Life Client Relations

Anna headshot
Originally from Alabama, Anna bounced back and forth between Atlanta and Orlando, finally settling back in Georgia in 2015.  She currently lives in Woodstock with her husband Brian, daughter Ruby, and dog Lon.  Driven by her passion for meeting new people, Anna takes great pride in providing the best customer experience possible.  Her lengthy customer service career spans the past 10 years.  
After honing her skills for management and operations in the event industry, Anna is excited to dive headfirst into the world of finance. She currently serves as Director of Annuity & Life Client Operations for Gibbs Financial Group and will be supporting the 2,000+ clients with any of their needs. In her spare time, Anna enjoys cooking for her family, playing trivia, and going to the movies.  

Allie Hinton

Director of Wealth Management Client Relations & RIA Support

Allie is originally from Chicago, Illinois. She earned her BA in Business Administration and Management from the University of North Georgia. Prior to working with Gibbs Wealth Management she worked in the financial services industry for the past two years and has experience supporting clients and advisors. 
In her role at GWM, she will be supporting all of our Wealth Management clients with any and all of their account servicing needs. In addition, she will be helping support the nationwide expansion of our RIA and all Advisors. Allie is highly organized and detail oriented. She enjoys eating sushi and spending time with her family, friends and her dog Ralphie.

Jacob Staton

Client & Office Support Representative

Jacob was born and raised in the Atlanta area but has family scattered all around the country. He attended Kennesaw State for Software Engineering. Before working at Gibbs Financial Group, Jacob worked as a Sales Representative for a storage solutions company.

If he isn’t working, he is golfing, watching a braves game, or working on becoming a Certified Skydiver with plans to travel the world seeking his next rush. Jacob is very excited for his opportunity to get his foot in the door in the financial services industry. 

Ciara Nenadovic

Director of Client Events and Marketing

Originally from Nashville, Ciara moved to Chattanooga for college before settling in Atlanta. She currently lives in Woodstock with her fiance and three dogs. Her love for meeting new people, organization, and challenging herself drove her to make the transition from real estate to marketing and event planning. Ciara is very meticulous and committed to making Gibbs Financial Group’s events and seminars educational as well as fun for our clients.  In her free time, she enjoys hiking with her family, cooking, reading on her patio, and taking photos for friends and family. 

Melissa Brooks

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.

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