Dallas Gibson

Dallas Gibson is a Financial Planner based in Cincinnati, Ohio, with a passion for helping working families take control of their financial future. Since joining the firm in May 2023, Dallas has dedicated himself to building meaningful client relationships and guiding individuals and families toward long-term financial stability.

A graduate of Xavier University with a degree in Finance and a minor in Accounting, Dallas brought his passion for smart money management into leadership roles on campus, serving as treasurer for several student organizations. His natural interest in investing, combined with a heart for serving others, led him to pursue a career in financial planning.

Dallas enjoys working with clients who want to feel confident in their financial decisions so they can focus on what matters most — family, health, and personal fulfillment. He takes pride in making financial planning approachable and helping clients feel supported every step of the way.

Outside of the office, Dallas enjoys spending time outdoors — golfing, running, or simply soaking up the fresh air. He’s also an avid reader and movie enthusiast, with a love for both new releases and timeless classics.