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Jorgen G

Series 63, Series 65

Mesa, AZ

GBG Wealth Management LLC

Jorgen Goodman is an advisor at GBG Wealth Management LLC with Series 63 and Series 65 credentials. He has been with GBG Wealth Management since 2026 and has prior experience at Vanguard Marketing Corporation and BYU Pathway Worldwide. GBG Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan consulting primarily for corporations, plan sponsors, and occasionally individual and high-net-worth clients. The firm uses a consultative, objectives-driven process to develop tailored allocations and may allocate assets to third-party managers, including its affiliated investment adviser, Gallacher Capital Management, LLC.

Private / alternative investments Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Marcos G

Series 65

Mesa, AZ

GBG Wealth Management LLC

Marcos Goodman is a financial advisor at GBG Wealth Management LLC in Mesa, AZ, holding a Series 65 credential with over one year of experience in investment management. He is also a principal at Gallacher, Bosen & Goodman PLLC, a CPA firm providing tax preparation, accounting, and consulting services since 2006. Outside of advisory work, he is involved in plumbing and septic services through Arizona Plumbing Experts LLC. GBG Wealth Management LLC offers discretionary investment management, financial planning, and retirement plan consulting for corporations, plan sponsors, and select individual clients. The firm uses a consultative, objectives-driven approach and may allocate assets to third-party managers, including its affiliated adviser Gallacher Capital Management, LLC.

Private / alternative investments Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Jaron T

CFP®, Series 63, Series 65

Mesa, AZ

GBG Wealth Management LLC

Jaron Turley is a CFP®-certified financial advisor with five years of industry experience, currently with GBG Wealth Management LLC. His prior experience includes roles at Fullerton Financial Planning, Morgan Stanley, and Raymond James Financial Services. GBG Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, corporate retirement plans, and other businesses. The firm employs a consultative process with various implementation options, including model-based strategies and tax-managed overlays, supported by a network of affiliated firms offering investment management and tax services.

Private / alternative investments Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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Michael B

Series 63, Series 65

Mesa, AZ

GBG Wealth Management LLC

Michael Bosen is a financial advisor at GBG Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gallacher Capital Management LLC and Gallacher, Bosen & Goodman PLLC. Outside of his advisory role, he is involved in tax preparation, accounting, and consulting through Gallacher, Bosen & Goodman PLLC. GBG Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan consulting for corporations, plan sponsors, and select individual clients. The firm employs a consultative, objectives-driven approach and may allocate assets to third-party managers, including its affiliated adviser Gallacher Capital Management, LLC.

Private / alternative investments Tax-loss harvesting Concentrated stock management Founder/Business Owner Retired
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