George has over a decade of experience in financial services and is a 10-year U.S. Army veteran. He came to us after three years at Financial Directions, where he advised high net worth clients and C-suite executives on complex tax, estate and investment topics, especially in life sciences and startup markets. Before that, he worked at Fidelity Investments for five years, helping families navigate foundational planning and investments.
George is a financial professional who can offer investment and insurance products and services. He is a CERTIFIED FINANCIAL PLANNER® professional and has passed the Series 7 and 66 securities exams. He earned his Master of Business Administration with a concentration in finance from Southern New Hampshire University.
In his free time, George enjoys working on home projects and competing in Spartan races with his wife, Jennifer.