George is our newest member to the team and joins us after successfully graduating from Michigan State University in 2019 with a degree in Finance. While there he participated in the Student Investment and Finance Associations. George was offered a position with us after completing his summer internship before his senior year with PMG in 2018. Lucky for us he accepted early into his senior year at MSU.
George’s primary responsibilities include building his own set of clients, assisting Phil with investment research, tracking our portfolios, and implementing our client’s financial plans. He is the holder of FINRA licenses Series 7 and 66, as well as the life insurance license.
Away from the office, George enjoys rooting on “Sparty”, playing basketball, and working out. He grew up in the area and is excited to be at the early stages of his career.
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