Our Qualifications

 Brian D. Gibbs has spent more than 29 years helping families discover, define and achieve their financial objectives. He combines a rich educational background and practical insight gained in business management, economics, accounting, financial and estate planning, and advanced business, retirement, mortgage, insurance and tax planning. He has a Bachelor of Science degree in Financial and Estate Planning, and a wealth of experience gained as a licensed securities principal, retirement planning specialist, life insurance professional, business owner and consultant, investment banker, and mortgage planner. 

Mr. Gibbs has advised hundreds of clients, has founded and ran multiple financial services and investment businesses, and has given seminars to dozens of civic and business organizations over the years on various tax planning, investment, and retirement planning subjects. He has additional industry expertise in equity management as a trained TEAM Member and “Missed Fortune” Consultant. Brian holds the CMPS designation and is a Registered Financial Consultant (RFC).

Jordan Gibbs has a Bachelor Degree in Financial Services. He has been a licensed Life Agent and Financial Planning Associate with Heritage since 2005. Jordan is currently pursuing his securities licensing and plans to begin work on a Master's degree in Financial and Tax Planning.