We are independent which means we work directly for our clients, not for a brokerage firm or insurance company.
We are a registered investment advisory firm which means we are held to a fiduciary standard. That means we are required to act in the best interest of our clients.
We are fee-only, which means we only get paid for financial advice. We never receive commissions, referral fees, bonuses, trips, t-shirts, or other incentives from third parties.
ALLEN GIBSON, CFP®
VIC WILLIAMS, CRPC®
VIC WILLIAMS, CRPC®
Certifications
Ed Slott's Master Elite IRA Advisor Group
CFP® - Certified Financial Planner Practitioner
ChFC® - Chartered Financial Consultant
CRPC® - Chartered Retirement Planning Counselor
CDFA® - Chartered Divorce Financial Analyst
CLTC® - Certificate in Long-Term Care
CEP® - Certified Estate Planner
Certifications
Ed Slott's Master Elite IRA Advisor Group
CFP® - Certified Financial Planner Practitioner
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 - founder Gibson Wealth Advisors LLC
1991-2016 - advisor at Ameriprise Financial
VIC WILLIAMS, CRPC®
VIC WILLIAMS, CRPC®
VIC WILLIAMS, CRPC®
Certifications
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.
KYLAR GEE
VIC WILLIAMS, CRPC®
SPECIALIZED TRAINING & SUPPORT
Experience
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
SPECIALIZED TRAINING & SUPPORT
SPECIALIZED TRAINING & SUPPORT
SPECIALIZED TRAINING & SUPPORT
Ed Slott, CPA
Sarah Brenner, JD
Andy Ives, CFP, AIF
Ian Berger, JD
As a member of Ed Slott's Master Elite IRA Advisor Group we have access to his 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.
MOLLY & MAGGIE, TLC
SPECIALIZED TRAINING & SUPPORT
MOLLY & MAGGIE, TLC
Molly & Maggie are the Chief Morale Officers and are responsible for keeping spirits high and reminding people that it's the simple things in life that mean the most.
Investment adviser public disclosures
Use this link to research our firm and view the registration as well as our most recent, ADV and Client Relationship Summary (CRS) forms. This website will also search FINRA's BrokerCheck system and indicate whether an entity is a Brokerage firm.
Members of Ed Slott's Elite IRA Advisor Group train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors pass regular background checks, complete requisite training, attend semi-annual workshops, webinars, and complete mandatory exams.
They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.
Additionally, members have access to us, America’s IRA Experts to answer any tough questions or planning needs.