As a Wealth Advisor, George, CFP®, AIF®, has more than 30 years of experience in the financial planning and insurance fields. He was named to the Financial Times 401 Top Retirement Advisors list in 2016, 2018, and 2019.
George merged his practice with Shepherd Financial in late 2019. Prior to joining Shepherd Financial, he was a partner and Vice President at Assured Partners. George earned the CERTIFIED FINANCIAL PLANNER™ certification in 1990. He has also earned the designation of Accredited Investment Fiduciary®.
George is a graduate of Wabash College. He has served on many non-profit boards. He and Melanie, his wife of 40 years, have two children. In his free time, George enjoys traveling, gardening, golfing, and biking.
The Financial Times (FT) 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas: defined contribution (DC) plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record, and DC plan participation rate. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 401 listing. Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.