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.

Liz ensures that all administrative tasks run smoothly and comply with industry regulations. Working remotely from her home at the foot of New York's Adirondack Mountains, she meticulously records and documents every detail to make the administrative experience easy and straightforward. Liz has a rich 30-year background in assisting stakeholders with kindness and humor. For more than a decade, she's been a proud part of the Integrated Financial Group consortium. Outside of work, Liz cherishes time with her husband, Chris, their pets, their three daughters and sons-in-law, and their grandsons, Charlie and Henry. A seasoned marathon runner, Liz has taken part in marathons in New York, Boston, and Chicago. In her leisure time, Liz loves to garden, volunteer, travel, attend concerts, and host family and friends.