Our Team

For over 20 years, I have been working with my clients to customize their strategies and support their goals. My team and I carefully handle all aspects of your investment, retirement and financial plans so you’re free to focus on what matters most. Today, Gary Alpert Financial Strategies includes a deep bench of qualified, caring financial professionals helping you work towards a solid financial future.

Gary Alpert, CFP^®

Principal, Financial Advisor

Phone: (770) 353-6356
E-mail: gary@garyalpert.com

I think trusting someone to manage your investments and financial plans is a huge decision.

If I asked my clients, I’d want them to say I’m reliable, responsive and knowledgeable: like a financial quarterback who rallies the team and calls the plays. I believe that comprehensive financial planning is about one-on-one relationships, and if you don’t connect with your advisor, you’ll never have the comfort level necessary to put the ball in their hands.

I’ve dedicated my entire career to being a financial planner, with over 20 years’ experience in the industry. This includes implementing financial planning strategies for individuals, families, retirees, small businesses, and executives. I love what I do.

At Gary Alpert Financial Strategies, we recognize that wealth management is a serious business. We are cautious and thoughtful, always with an eye to your views and values. As a team, we offer high-touch, personalized service that strives to meet all your financial needs.

My promise to you is that I will personally oversee every detail of your financial plan. With my technical experience and comprehensive education, I hope to develop lifelong partnerships with clients and support them in all aspects of their financial journey.

When I’m not working, I enjoy living in Woodstock with my wife, Wendy Helen and our two dogs, Skeeter and Chloe.

We enjoy traveling overseas to experience unique cultures and beautiful scenery. I’ve been to Cuba, Madagascar and Tajikistan, to name a few.

I grew up in Brooklyn, New York, but have been in Atlanta since 1998. I’m dedicated to health and physical fitness, a die-hard University of Georgia Bulldogs fan, and love animals.

Education & Certification:

• CERTIFIED FINANCIAL PLANNER™ professional
• MBA, University of Georgia, Terry College of Business
• BS in Economics, SUNY, Binghamton
• General Securities Representative, FINRA Series 7**
• Uniform Securities Agent, FINRA Series 63**
• General Securities Principal, FINRA Series 24**
• Registered Options Principal, FINRA Series 4**
• Municipal Securities Principal, FINRA Series 53**

**Securities registrations currently held with LPL Financial

Gary Alpert, CFP^®

Principal, Financial Advisor

Phone: (770) 353-6356
E-mail: gary@garyalpert.com

I think trusting someone to manage your investments and financial plans is a huge decision.

If I asked my clients, I’d want them to say I’m reliable, responsive and knowledgeable: like a financial quarterback who rallies the team and calls the plays. I believe that comprehensive financial planning is about one-on-one relationships, and if you don’t connect with your advisor, you’ll never have the comfort level necessary to put the ball in their hands.

I’ve dedicated my entire career to being a financial planner, with over 20 years’ experience in the industry. This includes implementing financial planning strategies for individuals, families, retirees, small businesses, and executives. I love what I do.

At Gary Alpert Financial Strategies, we recognize that wealth management is a serious business. We are cautious and thoughtful, always with an eye to your views and values. As a team, we offer high-touch, personalized service that strives to meet all your financial needs.

My promise to you is that I will personally oversee every detail of your financial plan. With my technical experience and comprehensive education, I hope to develop lifelong partnerships with clients and support them in all aspects of their financial journey.

When I’m not working, I enjoy living in Woodstock with my wife, Wendy Helen and our two dogs, Skeeter and Chloe.
We enjoy traveling overseas to experience unique cultures and beautiful scenery. I’ve been to Cuba, Madagascar and Tajikistan, to name a few.

I grew up in Brooklyn, New York, but have been in Atlanta since 1998. I’m dedicated to health and physical fitness, a die-hard University of Georgia Bulldogs fan, and love animals.

Education & Certification:

• CERTIFIED FINANCIAL PLANNER™ professional
• MBA, University of Georgia, Terry College of Business
• BS in Economics, SUNY, Binghamton
• General Securities Representative, FINRA Series 7**
• Uniform Securities Agent, FINRA Series 63**
• General Securities Principal, FINRA Series 24**
• Registered Options Principal, FINRA Series 4**
• Municipal Securities Principal, FINRA Series 53**

**Securities registrations currently held with LPL Financial

Evan Bethards

Financial Planner

Phone: (770) 353-6457
E-mail: evan@garyalpert.com

Evan grew up in a family that understood the value of a plan and a dollar. Later in life, he discovered that most people did not feel the same way and many associated money with stress. He has always felt that money is supposed to be something that can fuel your goals and dreams, not something that keeps you up at night.

As a financial planner, Evan has spent the past several years helping others pursue and achieve their goals by overcoming personal roadblocks. He feels that we can all acknowledge our struggles and tackle them with the help of others. Evan is experienced in considering all aspects of your financial picture and bringing them together into one cohesive plan that you can easily follow.

Evan grew up in Indiana and moved to Georgia in 2003. He attended Woodstock High School and was very involved in their theater department, starring in several shows and musicals. He received his Bachelor of Business Administration in Finance with a Minor in Economics from Kennesaw State University.

Evan currently lives in Marietta, GA just off the square. He and his fiancé, Neal, are on the tail end of remodeling a historic 1935 bungalow. They are always looking for the next do-it-yourself project and the next home to save. Evan loves to cook, and he enjoys hosting a large dinner party or simply having friends over for a glass of wine. Evan is a current member and past President of the Rotary Club of Woodstock, following in the footsteps of his grandfather who was a Rotarian for over 60 years.

Education & Certification:

• General Securities Representative, FINRA Series 7**
• Uniform Combined State Law Examination, FINRA Series 66**

**Securities registrations currently held with LPL Financial

Evan Bethards

Phone: (770) 353-6457
E-mail: evan@garyalpert.com

Patty O’Toole

Director of Client Services

Phone: (770) 353-6357
E-mail: patty@garyalpert.com

Patty cares about family, friends, and community. She started her career in client services at a trusts & estates firm in Stamford, Connecticut. Her work experience includes client service as well as marketing and business development positions in law firms, technology companies and a marketing agency. She serves clients with kindness and excellence and her personal motivation is participation in well-orchestrated teamwork.

Patty loves helping people, being productive, and having fun. She likes being out in the garden, on the golf course and entertaining family, friends, and clients. Patty is a native of Vermont, where she met her husband while he was on a hiking trip to Mount Mansfield. She enjoys living in East Cobb with her happily retired research chemist husband, Michael and their British shorthair cat, Trudie.

Areas of expertise:

• Client Services Manager
• Administrative & Practice Management

Patty O’Toole

Director of Client Services

Phone: (770) 353-6357
E-mail: patty@garyalpert.com

Patty cares about family, friends, and community. She started her career in client services at a trusts & estates firm in Stamford, Connecticut. Her work experience includes client service as well as marketing and business development positions in law firms, technology companies and a marketing agency. She serves clients with kindness and excellence and her personal motivation is participation in well-orchestrated teamwork.

Patty loves helping people, being productive, and having fun. She likes being out in the garden, on the golf course and entertaining family, friends, and clients. Patty is a native of Vermont, where she met her husband while he was on a hiking trip to Mount Mansfield. She enjoys living in East Cobb with her happily retired research chemist husband, Michael and their British shorthair cat, Trudie.

Areas of expertise:

• Client Services Manager
• Administrative & Practice Management

Strategic Partners

Land Bridgers

CEO
Integrated Financial Group
 
 
 
 
 
 
 
 

Land Bridgers

CEO
Integrated Financial Group
 
 

Crystal Epstein, AIF^®

Chief Compliance and Risk Officer
Integrated Financial Group
 
 
 
 
 
 
 
 

Crystal Epstein, AIF^®

Chief Compliance and Risk Officer
Integrated Financial Group
 
 

Wes Littlejohn, CFP^®, CPA

Research Partner, Member
Integrated Financial Group
 
 
 
 
 
 
 
 

Wes Littlejohn, CFP^®, CPA

Research Partner, Member
Integrated Financial Group
 
 

Laura Stone

Executive Assistant
Integrated Financial Group
 
 
 
 
 
 
 
 

Laura Stone

Executive Assistant
Integrated Financial Group
 
 

Independent But Not Alone

I believe being independent allows me to offer professional, objective advice to my clients.

But I also come to understand that being independent does not mean being alone.

In 2015 I was asked to join Integrated Financial Group, a consortium of independent LPL financial planners from across the country. Since its inception in 2003, Integrated Financial Group has maintained a culture of passionate, strictly vetted independent financial planner members who support the notion that many minds are greater than one. This Consortium—or group—of expertise is called the Brain Trust.

My affiliation with this professional group is invaluable; it gives me access to a network of talented, like-minded peers who share strategies, best practices and advice. My clients benefit from the collective expertise of the Brain Trust in addition to my personalized financial planning approach.

What is a Consortium? What is the Brain Trust?

Integrated Financial Group (IFG) is a consortium of independent financial planners dedicated to leading the fiduciary standard for investment and wealth management. On a day-to-day basis, IFG’s distinctive culture encourages members to collaborate and share ideas. It’s called the Brain Trust, where the wisdom and experience of tenured advisors integrate with fresh, new ideas from younger ones. Since 2003, IFG has fostered this environment and at the same time offered premium business support services, regulatory compliance oversight, business consulting, advisory marketing and professional coaching to help advisors reach their full potential. Integrated Financial Group’s 80+ advisor members own businesses across ten states totaling over $2.2 billion in brokerage and advisory assets through LPL Financial and over $1.4 billion in assets under management through its separate registered investment advisor (RIA), IFG Advisory, LLC as of 3/1/19.

2019 marks IFG’s 16th consecutive year as one of *Atlanta’s Top 25 Financial Planning and Advisory Firms, and the 4th consecutive year as an **Atlanta Journal-Constitution Top Small Workplace.

*Based on assets under advisement since 2004, Atlanta Business Chronicle.

**Integrated Financial Group was recognized as a Top Workplace based solely on surveys about the workplace completed by their employees.

To learn more about the Brain Trust, watch the video below and visit www.TheBrainTrust.net