Who We Are
Founder and CEO
Bo Gibbs is a financial advisor 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 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 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.
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.
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. Aimee currently serves as the Director of New Business for both Gibbs Wealth Management and Gibbs Financial Group and holds a Life Insurance License in the State of Georgia.
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
Director of Annuity & Life Client Relations
Director of Wealth Management Client Relations & RIA Support
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.
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.
Director of First Impressions
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 is excited to embark on her new journey of joining Gibbs Wealth Management and using her customer service experience every day with meeting new people! 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!