“Innovation Is Our Obsession.”
Gibbs Wealth Management
Our Story
We are a Registered Investment Advisor Firm dedicated to the success of our Advisors through proven strategies, with a team of industry and home office professionals helping every step of the way.
Bo Gibbs, Founder, CEO and Most Importantly, Advisor
Born and raised in Anchorage, Alaska, Bo has over twenty-five years of experience in the financial services industry. Bo graduated with a degree in Finance and Economics from Indiana University and lives in Johns Creek, Georgia with his wife and three children.
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 $1 billion 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.
“Innovation Is Our Obsession.”
Founder & CEO, Bo Gibbs
(678) 694-8770
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 Wealth Management 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
President
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.
Allie Gintoli
Director of RIA Business Development & Operations
At Gibbs Wealth Management, Allie plays a key role in assisting advisors nationwide with their business operations. Known for her high level of organization and attention to detail, she ensures that advisors are equipped with the tools and support they need to serve their clients effectively.
Outside of work, Allie enjoys eating sushi, spending quality time with her husband, family, friends, and their dog, Ralphie.
Jacob Staton
Business Development Manager
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 Wealth Management, 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.
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.
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.
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 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 dogs Rip, Sitka & Kenai.
In her free time, she can be found road tripping, party planning, and hanging out with her family!
Hunter Hill
Director of Marketing & Client Events
Hunter has spent the past 7 years as a stand-up comedian and has prior experience in sales. His professional journey is a fusion of analytical expertise, engaging communication, and client relationship finesse. Navigating the complexities of finance has become second nature, as has connecting with diverse audiences through humor and storytelling. Drawing from his earlier sales experience, he has honed the art of building authentic connections and understanding client needs. This multifaceted background positions him as a dynamic professional, adept at distilling complex financial concepts into relatable narratives and fostering genuine relationships with clients.
Askari Foy
Chief Compliance Officer
Askari is an award-winning business and compliance professional. He is a former Securities and Exchange Commission executive who held an array of senior roles, including head of the SEC’s Atlanta Regional Office Examination Program, co-chaired the SEC’s National Risk and Examination Committee, led the National Technology Examination Program, and was a member of the National Examination Executive Governance Committee. His wide-ranging responsibilities for the SEC included improving the national examination program, identifying market and compliance risks, trends and issues, establishing compliance strategic plans, and providing compliance advice to chief compliance officers and senior executives to enhance their compliance programs. Askari has also served as a Chief Compliance Officer and in other senior leadership roles at investment management firms and regulatory consulting firms.
He is a humble person who has a positive attitude and inspirational energy. He cares for people, highly respects others, and tries to do one good deed a day. Askari enjoys working smart, learning new things, reading, traveling, eating various cuisines, exercising, playing baseball, and going to the beach for fun. He values his health, family, integrity, and accountability.
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.
Alexia Gonzalez
Director of New Business
Originally from Massachusetts, Alexia now resides in Norcross, Georgia, with her husband, Kairo, and their three dogs Jiggy, Kirby, and Molly as well as their beloved cat, Stella. Family is at the heart of everything Alexia does, and she finds immense joy and fulfillment in spending quality time with them. Outside of work, you’ll often find her taking peaceful walks with her dogs, enjoying her favorite comedies, or cheering on the New Orleans Saints.
Before joining Gibbs Financial Group, Alexia spent seven years in the mortgage industry, where she developed a strong passion for organization and problem solving, while sharpening her exceptional attention to detail. At Gibbs Financial Group, Alexia expertly manages new annuities and wealth management accounts, consistently demonstrating her dedication and expertise in every aspect of her role.
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.
Melissa Bischof
Director of First Impressions
Melissa was born in New York and grew up in Georgia. She received her CMA from University of North Georgia. Her core values revolve around prioritizing the well-being of others. In her professional journey, She continues to consistently offer assistance whenever needed, serving as a reliable support system. Melissa is known for her empathetic listening skills and people-pleasing attitude, she fosters an environment where individuals feel valued and empowered. Her strong customer-oriented focus underscores her dedication to ensuring client satisfaction. Outside of work, she enjoys painting in various art genres, indulging in her favorite comedies, all while being passionate about nutrition and embracing a healthy lifestyle.
Blake Dixon
Financial Advisor
Blake was born and raised north of Atlanta in the Canton area. He attended Valdosta State University where he obtained his Bachelor’s Degree in Business Administration. Blake Holds the Series 65 license and has been working with individuals on their retirement and finances for 3 years now.
Blake began his career working for a fortune 500 company where he learned interpersonal skills, understanding people’s needs, and providing solutions necessary to accomplish tasks at hand. Shortly after, Blake found he had a passion for helping others one on one with their financial goals, and is committed to making sure that he provides the utmost service necessary to make a difference in his clients lives. He has a keen sense on the markets and how to detail a retirement that is tailored to an individuals wants and needs.
In his current role, Blake offers guidance and support to clients in all aspects of their investment portfolios and retirement needs, seeing each day as an opportunity to positively impact someone’s financial future. In his free time you can find him in the gym, golfing, enjoying the outdoors and UGA athletics. His favorite thing of all is spending time with his wife, Faith, and family
Jules Erving
Director of Annuity & Life Client Relations
Jules was born in Florida and raised in Georgia. He attended the University of California, Berkeley, where he earned a Bachelor’s Degree in Sociology while playing for the Men’s Basketball team.
In his current role at Gibbs Financial Group, Jules oversees all new and existing annuity policies, ensuring seamless management and client satisfaction. Before joining Gibbs Financial Group, he gained corporate experience as a recruiting analyst while expanding his knowledge of the financial services industry. Outside of work, Jules enjoys golfing, playing basketball, attending sporting events, and spending quality time with 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 and Gibbs Wealth Management 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.
