Wealth Management Coordinator
George is our newest member to the team and joins us after successfully graduating from Michigan State University 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. Lucky for us he accepted and joined after finishing his last year at MSU.
George’s primary responsibilities include assisting with investment research, tracking our model portfolios, and implementing client’s financial plans. He is also the holder of FINRA licenses Series 7 and 66.
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.