George has been practicing in this field since 1987, after graduating Monmouth University with a concentration in financial services. George’s forte is developing income strategies to help clients realize their dream of retirement.

As George’s enthusiasm for working with clients in and near retirement grew, he decided to pursue a specialty designation in retirement income planning. Having attained his RICP designation from The American College, George provides expert advice on a broad range of retirement related issues, such as determining the best age to claim Social Security, making health insurance choices in retirement, and using guaranteed lifetime income strategies to bridge income shortfalls.

In 1994 when George was just 30, he learned the value of life and time after being struck by car while he was adjusting his child’s car seat. George’s battle back to normalcy at such a young age taught him how precious life was. Today, there’s a message across a wall in his office in his office that reads, “Your Money Isn’t Your Wealth, Your Time Is.”  It reminds him that our most valuable asset is our time and how we choose to use it. For George, that time is spent helping clients in and near retirement, loving his wife Janeen and 4 children, and pursuing his passion of all that is fly-fishing.