George began helping clients achieve their financial goals in 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 passing the Series 6, 7, 8, 31, 63 and 66 exams, George earned his CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Chartered Life Underwriter® designations. 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 demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions and charitable giving.
George and his wife, Toni, are residents of Tucson. They were both born and raised in Wisconsin. They have two adult daughters and two grandchildren. George is active in the community as a member, former deacon and trustee, 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 , and a board member for ICS (Interfaith Community Services). George is a charter member of the President’s Leadership Council at Carthage College. He is a member of the Oro Valley Country club. In his spare time, George enjoys exercising, golf, biking, church, family-related activities, and most importantly, FaceTime with his daughters and grandchildren.