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George serves as the LPL Financial branch manager for the office. George has Series 7 Securities and Series 24 Principal Registrations held at LPL Financial along with his life insurance license. He entered the investment business in 1995 in partnership with Eric. George is a Registered Representative and Financial Consultant. He has achieved the designation of Certified Fund Specialist and regularly attends professional seminars and training programs to keep abreast of new investment products and strategies. He has recently completed the training and testing process to hold the designation of Accredited Investment Fiduciary to allow for more fully partnering with companies and their 401k plans.
George takes great pride in providing honest, helpful assistance to all clients. He believes that service to clients is vital in helping them reach their investment goals. He has developed expertise in dealing with educational and retirement plan accounts.
George has been a lifelong resident of Washington. He and his wife Dana are members of St. Francis Borgia Parish and have three school-age sons. He currently devotes his free time as a Scout leader and other youth programs. George serves on the Washington Area Chamber of Commerce Board of Directors, served on the Washington Town & Country Fair Board for ten years and was chairman of the 2005 Fair.
He may be contacted via e-mail at: firstname.lastname@example.org