Meet Our Team
Since its inception in 2009, Gibbs Financial Group has been locally owned and operated and has four offices in the Atlanta area: Alpharetta (main office), Perimeter, Kennesaw, and Lawrenceville.
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 maintains rigorous fiduciary standards while helping their clients achieve and secure their financial future. Our firm is based on these key values: keep it simple, keep it honest, and keep it fun. We strive to provide simple, honest financial 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.
President & CEO
Born and raised in Anchorage, Alaska, Bo graduated from Indiana University in 1997 with a degree in Finance and Economics. As a four-year student athlete, Bo captained the men’s tennis team and competed in the Big 10 Conference.
Bo began his financial services career in 1997, shortly after his father suddenly passed away. Bo’s father was not properly prepared financially or insured. Seeing what his mother struggled through financially as a result 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.
Bo moved to the Atlanta area more than 16 years ago and lives with his wife and three children in North Georgia. He founded Gibbs Financial Group in 2009.
- Fiduciary, holds a 65 Series License
- Has been working in Financial Services since 1997 resulting in over two decades of experience
- 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
Vice President and Chief Operations OfficerAlison 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 grandchildren 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 and stays in constant search of her next great adventure. While she does not have any children, she will happily show you multiple photographs of her fur babies, Penny Lane and GlennDA Frey.
Charlotte was born and raised in Knoxville Tennessee. She bleeds orange for her favorite college team, the Tennessee Vols. After living there all her life, in 2020 she made a big change and moved to Georgia to live with her fiance to plan their upcoming wedding.
Charlotte worked in logistics for 5 years and then moved into the student loan industry before joining the Gibbs Financial Group Team. She has 4 children that keep her busy. She also enjoys reading, history, and loves going to the movies.
Client Account Support
Kim was born and raised in Newnan, Georgia. She moved to Louisiana in 2011 and worked in Wealth Management for three years in Metairie, Louisiana before moving back to Georgia in April of 2020 to join the Gibbs Financial Group Team.
In her free time, Kim enjoys spending time with her daughter, family and friends. She also enjoys reading, fishing, and traveling.
Jocelyn was raised in Vancouver, Washington and later moved to Utah to go to Weber State University where she graduated with her bachelors in Marketing. She was also the captain of the women’s basketball team. After graduating, she moved to Georgia where she now resides with her family.
In her free time, she enjoys finding ways to be creative using her marketing background as well as exploring different food cultures.So, if you have any restaurant suggestions, she would love to add them to her Jocelyn vs Foods list.
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 5 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.