Financial Planning Coordinator
George is a graduate of The University of Houston, where he earned a Bachelor of Business Administration in Finance with Summa Cum Laude honors. He is currently pursuing his CFP designation, which demonstrates his continued commitment to his professional development.
George's educational experience and commitment to excellence make him a great fit for our practice. Starting in a supportive role, Financial Planning Coordinator, George will focus primarily on plan modeling, client services and administrative duties. In the future, he hopes to develop these skills and others to grow into an advisory role. We are excited to have him join our team and look forward to what the future holds for his development.
In his spare time, George loves the outdoors, enjoying camping, rock climbing and exploring new destinations with friends and family.