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.
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
John Lawrence began his career in the financial services industry by way of property and casualty insurance. John spent two years in P&C with his uncle in Chicago, Illinois before opening his own firm in Atlanta. John’s passion for investments led him to enter the world of asset management five years later. He joins Gibbs Wealth Management as a Financial Advisor and will be helping support the thousands of GWM’s clients. As a Fiduciary he will be providing comprehensive financial and retirement planning.
John is as excited to help his next client with planning their financial future as he was his very first. Knowing his increased efforts lead to an increased quality of life for clients keeps John excited to come to work each and every day.
When not in the office John and his wife Mollie are waiting patiently for their daughter Beckham to be born. Outside of family life- John is a AA1 Alta tennis player, stand up comedian, and avid history buff.
Marketing and Office Director
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.
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.
Graphic and Web Designer