Godsey & Gibb Wealth Management

Emil Pichardo is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Godsey & Gibb Wealth Management. His prior experience includes 31 years at Charles Schwab Bank and two years at Edward Jones. Godsey & Gibb Wealth Management provides portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and a variety of institutional clients including sovereign wealth funds. The firm employs both fundamental and technical analysis with discretionary account management and offers integrated tax services through an in-house CPA team.

Michael Gibb is a financial advisor with Godsey & Gibb Wealth Management in Richmond, VA, holding a Series 65 credential and 14 years of industry experience. He has been with Godsey & Gibb since 2013 in various roles within the firm. Godsey & Gibb Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and a variety of institutional clients including sovereign wealth funds. The firm employs fundamental and technical analysis across fixed income, equities, and ETFs, and features an in-house CPA team offering integrated tax services.

Peter Braden is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Godsey & Gibb Wealth Management since 2017. His credentials include Series 63 and Series 65 licenses. Prior to joining the firm, he was not employed in the financial sector for two years. Godsey & Gibb Wealth Management offers portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and a variety of institutional clients including sovereign wealth funds. The firm integrates tax services and client education with investment management across multiple asset classes, managing approximately $1.4 billion for about 721 clients.

Ephraim Ulmer is a financial advisor at Godsey & Gibb Wealth Management in Columbia, SC, with 34 years of industry experience. He holds a Series 65 designation and has been with Godsey & Gibb since 1991. Outside of his advisory role, he serves as a director and shareholder of G&G Insurance Services, Inc. Godsey & Gibb Wealth Management offers portfolio management, financial planning, tax preparation, and financial education services to individuals, high-net-worth clients, and a variety of institutional clients, including sovereign wealth funds. The firm employs fundamental and technical analysis across fixed income, equities, and ETFs, and features an in-house CPA team for integrated tax services.

Danny Savage is a financial advisor at Godsey & Gibb Wealth Management with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Godsey & Gibb since 2006. In addition to his advisory role, he is president and a founding shareholder of G&G Insurance Services, Inc., where he provides strategic planning and risk management advice. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a variety of institutional clients, including sovereign wealth funds. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education, with an integrated team of licensed CPAs and a structured client education program.

Cole Shugart is a financial advisor at Godsey & Gibb Wealth Management in Richmond, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Equitable Advisors, LLC, Agee's Bicycles, and New Mexico State University. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a variety of institutional clients, offering portfolio management, financial planning, tax preparation, and financial education. The firm manages approximately $1.4 billion across 721 clients, using both discretionary and non-discretionary approaches with a focus on fixed income, equities, and ETFs, supported by an in-house CPA team and a structured client education program.

Kyle Fischer is a CFP® with nine years of industry experience currently advising clients at Godsey & Gibb Wealth Management in Richmond, VA. He has worked at several firms including Cornerstone Wealth Group, Mutual Securities, and LPL Financial. Godsey & Gibb Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, tax preparation, and financial education. The firm manages roughly $1.4 billion across a diverse client base and features an in-house team of CPAs, a structured client education program, and a range of investment strategies including discretionary and non-discretionary management.

Marc Verdi is a CFP®, PFS™, and Series 66 credentialed advisor with 15 years of industry experience. He has been with Godsey & Gibb Wealth Management since 2013. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a range of institutional clients including sovereign wealth funds. The firm offers portfolio management primarily in fixed income, equities, and ETFs, alongside financial planning and tax preparation, supported by an in-house CPA team and a structured client education program.

Kevin Riley is a financial advisor at Godsey & Gibb Wealth Management in Greenville, SC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Godsey & Gibb since 2015. Godsey & Gibb Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education. The firm manages approximately $1.4 billion across 721 clients and integrates tax services and a structured client education program into its investment approach.

Zachary Agenbroad is a financial advisor at Godsey & Gibb Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Bloomberg and Wyzant. Zachary also has an academic background at Hampton University. Godsey & Gibb Wealth Management offers comprehensive wealth management services including investment management, financial planning, and tax preparation for individuals, high-net-worth clients, and a variety of institutional clients. The firm manages roughly $1.4 billion and provides integrated tax services and a structured client education program.

Zahraa Maksoud is a financial advisor at Godsey & Gibb Wealth Management with three years of industry experience. She holds a Series 65 designation and has prior experience at Genworth Financial, Virginia Commonwealth University, and Wells Fargo. Maksoud has also worked in healthcare and the food service industry. Godsey & Gibb Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, tax preparation, and financial education. The firm manages roughly $1.4 billion across about 721 clients and distinguishes itself with integrated tax services and a structured client education program.

Jeanmarie Mcgowan is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Godsey & Gibb Wealth Management since 2014 and serves as a Professor of Finance at Virginia Commonwealth University’s School of Business. Godsey & Gibb Wealth Management provides portfolio management, financial planning, tax preparation, and financial education to individuals, high-net-worth clients, and various institutional clients, including sovereign wealth funds. The firm integrates tax services with investment management and offers a structured client education program.

Christopher Leslie is a CFP® professional with nine years of experience in financial advising. He is currently with Godsey & Gibb Wealth Management, where he has worked since 2022. Prior to that, he held positions at TIAA and TIAA, FSB from 2013 to 2022. Godsey & Gibb Wealth Management serves individuals, high-net-worth clients, and a diverse range of institutional clients, including sovereign wealth funds. The firm offers discretionary and non-discretionary portfolio management, financial planning, tax preparation, and financial education, with a focus on fixed income, equities, and ETFs.