Operations Manager, Para-Planner
As Operations Manager, George oversees the day-to-day operations, maintains strong client relations, and ensures clients’ needs are met. As a Para-Planner, he works with Chris to tailor financial plans to each client’s financial goals, while addressing any additional insurance coverages necessary to achieve a plan’s success. He is licensed in Life & Health Insurance, Property & Casualty Insurance, and is a NJ Notary Public. In addition to his day-to-day role, George also has a passion for promoting financial education and financial literacy to students and low-income families.
George graduated from Ursinus College in 2021 with a BA in Finance where he earned Distinguished Departmental Honors in Behavioral Finance. As part of his honors research, George studied the effects of companies’ social media presence on students’ investment making decisions. During his time at Ursinus, he was a 2 year captain of the Men’s Track & Field team, achieved Conference Honors in the Shot Put and Hammer Throw and was named the 2021 Centennial Conference Sportsman of the Year.