our mission
We empower you to make smart financial decisions,
so you can create the life and legacy you want.
As fiduciary financial advisors, our clients come first. This means we adhere to standards that put your interests before our own, always. When we work together, you’ll naturally gain a better understanding of your financial picture—so you can feel confident in your decisions.
meet your partner
Bria Gilbert,
Managing Partner
As a dedicated Financial Advisor, Bria helps clients organize their financial picture and make decisions from a place of understanding with well-articulated solutions.
Prior to Gilbert & Timme, Bria contributed to global financial firms as a Vice President and Investment Consultant—educating financial advisors on practices that strengthen client portfolios. Her experience serving both advisors and clients equips her with a multifaceted perspective on the industry.
When she’s not meeting with clients, Bria can be found hiking or skiing with her husband and their three (very busy) young boys.
"THE BEST WAY TO PREDICT YOUR FUTURE IS TO CREATE IT'
- ABRAHAM LINCOLN
who we ARE
Gilbert & Timme, LLC is a Financial Planning and Investment Advisory firm.
Founded in 1994 by Mitchell Gilbert and the late Ruth Timme on two simple ideas: A collaborative approach yields better outcomes and, clients come first, always. Gilbert and Timme has a proud history characterized by independent advice. As a dedicated fiduciary for our clients, we are grateful to continue this heritage today.
Zhané Ashford,
Client Service Specialist
Zhané joined the Gilbert & Timme team in June 2025, bringing a decade of experience in client facing roles. She recently completed her MBA and is passionate about applying her knowledge to provide excellent client service.
In her free time, Zhané enjoys traveling, baking, spending time at the beach, and hanging out with her yellow lab, Otto.
*Not registered with LPL Financial.
Mike helps clients build clarity and confidence around their financial lives through personalized planning and disciplined investment management.
Prior to joining Gilbert & Timme, Mike worked on the institutional side of the industry, performing Treasury and Capital Management functions at some of the world’s largest banks before transitioning to wealth management to work directly with clients. Since then, he has developed extensive experience in portfolio management and financial planning, with a focus on helping individuals manage concentrated stock positions and equity compensation while aligning their wealth strategies with their goals and values.
Outside of the office, Mike enjoys skiing in the mountains and spending time at the beach with his wife and two young daughters.
Mike Kelly, CFA, CFP®
Financial Advisor
meet the team
Our Extended Team
As an independent financial advisory firm, Gilbert & Timme has been clearning through our trusted partner, LPL Financial, since 1994. You can read more about LPL Financial by clicking below.
what we offer
Create a plan that works for you.
Financial Planning and Investing for Individuals
Set goals, implement a plan, and manage your money with a partner you are confident in.
Retirement Plan Strategies for Businesses
Design a plan that works for your employees—and for you as their fiduciary.
