Who we are

Choosing a financial advisor is a major decision; you want someone reliable, responsive, and knowledgeable, like your financial quarterback who rallies the team and calls the play. I put a premium on personal connections in finance management, because trust is key. My 20+ years in financial planning have seen me assist individuals, families, retirees, small businesses, and executives. At Gary Alpert Financial Strategies, we take your wealth seriously, always prioritizing your needs and values. Our team delivers personalized service for your financial needs, with me personally overseeing your financial plan. Outside of work, I relish time with my wife and our two dogs, exploring cultures and scenic destinations like Cuba, Madagascar, and Tajikistan, and cheering on the Georgia Bulldogs. I'm a CERTIFIED FINANCIAL PLANNER™, hold an MBA from the University of Georgia, a BS in Economics from SUNY Binghamton, and several FINRA series certifications.

Evan, a financial planner with a deep understanding of the power of a well-structured plan and every dollar's worth, is dedicated to transforming money from a source of stress to a fuel for dreams. He's spent years helping clients tackle personal financial roadblocks and align their economic picture into a comprehensive, easy-to-follow plan. Originally from Indiana, Evan moved to Georgia in 2003 and is a proud alumnus of Woodstock High School and Kennesaw State University, where he earned his Bachelor of Business Administration in Finance, with a minor in Economics. Today, he resides in Marietta, GA with his fiancé, Neal, in a historic 1930’s bungalow they renovated, and enjoys hosting lively gatherings for friends. As a committed member and past President of the Rotary Club of Woodstock, Evan continues his grandfather's legacy of over six decades of Rotarian service. His certifications include the General Securities Representative, FINRA Series 7, and the Uniform Combined State Law Examination, FINRA Series 66, both currently held with LPL Financial.

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.

When it comes to client service, Samantha looks forward to helping Gary Alpert Financial Strategies take good care of you, your financial plan, and your investments. She focuses on making clients’ financial lives less complex. As a Client Service Associate, Samantha brings her organizational expertise to our team, along with her resourcefulness, attention to detail, and professional integrity.

Samantha earned a Bachelor of Arts in Criminal Justice with a Minor in Sociology at the University of Georgia located in Athens. In her free time, Samantha enjoys spending time with her husband and dog, tending to her houseplants, and watching the Georgia Bulldogs play between the hedges.