Bo began his financial services career in 1997, shortly after his father suddenly passed away of a stroke. Bo’s father was not properly prepared financially or insured. Seeing what his mother struggled through financially as a result, it inspired Bo to set a clear objective to help not only his mother financially, but to build a business where he could educate others on the importance of proper financial planning. He started Gibbs Financial Group in 2009 and it is locally owned and operated in Alpharetta, Georgia.
President & CEO
About Gibbs Financial Group
Since its inception in 2009, Gibbs Financial Group has been locally owned and operated and has five offices throughout the Atlanta area: Alpharetta (main headquarters), Buckhead, Galleria, Kennesaw and Lawrenceville. We also hold numerous client and educations events at The Atlanta Athletic Club, where Bo is a member. Earning the highest ratings possible from the National Ethics Association and the Better Business Bureau, Gibbs Financial Group is known within the financial services industry as a successful financial services planner, helping thousands of clients meet and exceed their financial planning goals.
Gibbs Financial Group and Gibbs Wealth Management maintain rigorous fiduciary standards, while helping their clients achieve and secure their financial future. Our firm is based on these principles: making things simpler, honest financial advice, and advice that is always in our client’s best interest. As a fiduciary, this firm holds integrity to our client’s best interest, as not only essential but fundamental.
About Bo Gibbs
Born and raised in Anchorage, Alaska, Bo chose to attend college in the “lower-48” at Indiana University. He received his BS in Finance and Economics and, as a four-year student athlete, Bo captained the men’s tennis team that competed in the Big 10 Conference. After playing professional tennis all throughout Europe, Bo returned to begin his career in the financial services industry. Bo moved to the Atlanta area more than 16 years ago and lives with his wife and three children in North Georgia.
- Fiduciary, holds a 65 Series License
- More than 20 years of experience in the financial services industry
- Consistently ranked in the top 1% of financial service professionals since 1999
- Nominated by the Senior Market Advisors for the 2016 Advisor of the Year
Our Giving Back Promise
- Gibbs Financial sponsors “Camp Twin Lakes” a cause for Autistic children, “Wounded Warriors” supporting our military veterans, and the “Toys for Tots,” Christmas Campaign.
Vice President 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.
Office & Client Account Manager
Denise Ott moved to Georgia with her husband of 37 years in 2012, via St. Louis, and Chicago. She attended an Illinois college, where she earned her degree. She has experience in the public and private school systems for 13+ years as an early childhood teacher and classroom assistant for children with special needs. In addition, she has worked at her church preschool program since moving to the metro Atlanta area.
Denise’s free time focuses on spending it with her three married children and their families, though each of the families live out of state, one out of the country. Her six grandchildren (plus two on the way!) are a real joy. Denise also volunteers at her church in the elementary Sunday school program. Lastly, her hobbies include crafting, art, sewing and photography.
Stacey was born and raised in Forsyth County Georgia and she will be quick to let you know she is a Georgia girl as soon as the temperature goes below freezing. Stacey has many years of experience in several different fields and brings a very eclectic skill set to the team.
As a hiking enthusiast, Stacey spends her free time marking all Georgia State Parks off her to do list with her boyfriend and stays in constant search of their next great adventure. When she is not working seminars with her team or on a mountain, you can find her wining and dining with friends or hunting down original vinyl. While she does not have any children, she will happily show you multiple photographs of her fur babies, Penny Lane and Vera Lynn.
Jana Puckett moved to Georgia twenty-five years ago from the Northeast. Coming from a military family Jana has lived all over the country, and graduated from the University of New Mexico with a degree in Fine Arts & Education. She continued her education in marketing and business, and has worked as a marketing communicator in various industries including manufacturing, construction and finance.
Jana’s free time is spent between making jewelry and keeping her teenage son on track! Her favorite get-away is the beach, and loves the fact that her family conveniently lives on the North Carolina coast!
Owner: Graphic Designer of RedDesign
Freelance Graphic Designer for Gibbs Financial Group
Born and raised in Austin, Texas, Melissa has been involved with the creative arts her entire life. She attended the University of Texas at Austin and majored in art and photography. She has lived in Austin, NYC, Boston and currently resides in Providence, RI. She is the owner/operator of RedDesign, a graphic design and marketing company. Her career began in the printing business then expanded to the graphic, screen printing and digital arts. She has helped numerous small start ups establish branding and marketing strategies.
Melissa also teaches art to adults and children in the Providence area. She is a mobile studio teacher with RiverzEdge Arts, a non-profit organization, that helps ‘at-risk’ youth open themselves to self-expression through the arts.
As the freelance Graphic Designer for Gibbs Financial Group, Melissa advises and produces the marketing and seminar support materials.