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Our Team

Dedication. Expertise. Passion.

Every member of our team prides themselves on knowing our clients' unique situations and developing personal relationships with them. As an independent financial firm, we only offer advice that is aligned with our clients' goals. We are dedicated to supporting you in achieving a comfortable retirement.

No one strategy fits everyone, which is why every client gets our undivided attention.

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Christopher Gibbs, MBA

Founder and Financial Professional


Matthew Mossor

Medicare Consultant & Key Account Associate

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Ken White

Medicare & Healthcare Consultant


Brandon Sturgill

Retirement Planner

& Insurance Consultant

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