Working with an independent fiduciary means your family always comes first. You get honest, personalized guidance designed to protect your interests—with no corporate quotas or hidden agendas in the way.
Truly looking after your wealth takes time and deep attention to detail. That is why the firm's size is intentionally limited to a small, close-knit circle of families. This structure ensures you always get the focus, time, and personal care you expect.
True financial peace of mind comes from seeing how all the pieces fit together. You get clear, steady coordination across your entire financial world:
- Taxes: Smart strategies to keep more of what you earn.
- Estate: Clear planning to protect your legacy and your family.
- Investments: Portfolios tied directly to your real-world goals.
- Insurance: Reviews to safeguard your future against the unexpected.
This hands-on approach isn’t for everyone. But if you want an active partner to help guide your life’s journey—rather than just a place to park your money—let’s talk.
Allen Gibson, CFP®, TPCP®, ChFC®
Certifications
Ed Slott's Master Elite IRA Advisor Group
CFP® - Certified Financial Planner Practitioner
TPCP® - Tax Planning Certified Professional
ChFC® - Chartered Financial Consultant
CRPC® - Chartered Retirement Planning Counselor
Allen Gibson, CFP®, TPCP®, ChFC®
Certifications
Ed Slott's Master Elite IRA Advisor Group
CFP® - Certified Financial Planner Practitioner
TPCP® - Tax Planning Certified Professional
ChFC® - Chartered Financial Consultant
CRPC® - Chartered Retirement Planning Counselor
CDFA® - Chartered Divorce Financial Analyst
CLTC® - Certificate in Long-Term Care
CEP® - Certified Estate Planner
BFA® - Behavioral Financial Advisor
NSSA® - National Social Security Advisor
RSSA® - Registered Social Security Analyst
Certificate in Blockchain and Digital Assets
Experience and Education
BBA, Finance, University of Texas at Arlington
2016-present - Gibson Wealth Advisors
1991-2016 - Private Wealth Advisor at Ameriprise Financial
Recognition
Vic Williams, TPCP®, CRPC®, NSSA®
Certifications
TPCP® - Tax Planning Certified Professional
CRPC® - Chartered Retirement Planning Counselor
NSSA® - National Social Security Advisor
Experience and Education
BS, mathematics, Northeastern State University
2016-present - Gibson Wealth Advisors
2002-2016 - advisor at Gibson Private Wealth Advisors -
Vic Williams, TPCP®, CRPC®, NSSA®
Certifications
TPCP® - Tax Planning Certified Professional
CRPC® - Chartered Retirement Planning Counselor
NSSA® - National Social Security Advisor
Experience and Education
BS, mathematics, Northeastern State University
2016-present - Gibson Wealth Advisors
2002-2016 - advisor at Gibson Private Wealth Advisors - Ameriprise Financial
2000-2002 - broker at Edward Jones
1989-2000 - math teacher and basketball coach.
Certifications
Ed Slott's Elite IRA Advisor Group
NSSA® - National Social Security Advisor
Experience
2024-present - Gibson Wealth Advisors
2020-2024 - Client Service Associate. Luminate - Ameriprise Financial. DFW
2019-2020 - Advisor Trainee. TD Ameritrade.. Chicago, IL
2018 Intern. - Kindred Wealth - Ameriprise Financial..
Certifications
Ed Slott's Elite IRA Advisor Group
NSSA® - National Social Security Advisor
Experience
2024-present - Gibson Wealth Advisors
2020-2024 - Client Service Associate. Luminate - Ameriprise Financial. DFW
2019-2020 - Advisor Trainee. TD Ameritrade.. Chicago, IL
2018 Intern. - Kindred Wealth - Ameriprise Financial.. Norman, Ok
Education
BA, Business Marketing. University of Oklahoma
Licenses Earned
Securities Industry Eessentials (SIE)
Maggie, TLC
Maggie is the Chief Morale Officer and is responsible for keeping spirits high and reminding us that it's the simple things in life that mean the most.
Specialized Training and Support
Specialized Training and Support
As a member of Ed Slott's Master Elite IRA Advisor Group we have access to Ed's team to educate and answer questions, from the most basic to the most difficult. Our extensive training keeps us up-to-date on the changing regulatory environment and strategies that may provide value for you and your family.
Ed Slott, CPA
Sarah Brenner, JD
Andy Ives, CFP, AIF
Ian Berger, JD
Investment Adviser Public Disclosures
Use this link to research our firm and view the registration as well as our most recent, ADVs and Client Relationship Summary (CRS) forms.
Members of Ed Slott’s Master Elite IRA Advisor Group are part of an exclusive organization dedicated to mastering the complexities of retirement planning. To maintain membership, advisors must:
- Attend extensive ongoing training and mandatory semi-annual workshops.
- Pass two rigorous exams each year to prove their technical proficiency.
- Regular background checks to ensure the highest level of integrity.
Members receive immediate alerts regarding tax code changes and have a direct line to America’s IRA Experts for technical support on complex planning scenarios.