George has been helping clients achieve their financial goals since 1982. He received a Bachelor of Arts degree from Carthage College in Kenosha, Wisconsin and a Master of Science in financial services (MSFS) from The American College in Bryn Mawr, Pennsylvania. In addition to the Series 6, 7, 8, 31, 63 and 66 licenses, George earned his CERTIFIED FINANCIAL PLANNER™ certificate, Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU). The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.
He earned the firm's internal, professional designation of Accredited Wealth Manager (AWM) through an education program sponsored by RBC Wealth Management and Michigan State University. By attaining the AWM designation, George has demonstrated advanced knowledge of the firm's wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving.
George and his wife, Toni, have been residents of Tucson since 1982. They were both born and lived in Wisconsin. They have two adult daughters and two grandchildren. George is active in the community as a member of St. Andrews Presbyterian Church and a charter member of the Financial Health Advisory Council, as well as past trustee of the Carondelet Foundation. He is also a charter member of the Planned Giving Advisory Council for ICS (Interfaith Community Services) and a member of the Development Committee of ICS. In his spare time, George enjoys exercising, golf, biking, church, family related activities, and most importantly, FaceTime with his grandchildren.