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
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 Officer
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’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.
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 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.
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.
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.