With over 19 years experience, George is committed to serving the needs of high net worth families, corporate executives, and organizations, helping them work through complex challenges and achieving their personal financial goals. Prior to joining Prime Capital Investment Advisors, George served 13 years with Charles Schwab & Co., most recently as a Vice-President, Financial Consultant, acquiring and managing assets accumulating over $330 million. His experience and understanding of qualified plans designate him as a top performing consultant specializing in retirement strategies tailored to his client’s unique needs.
George holds the industry professional designation of an Accredited Asset Management Specialist, AAMS®, from the College of Financial Planning. Additionally, he was a recipient of the Prestigious Chairman’s Club in 2008, 2009, 2010, 2011 (Platinum distinction) 2012, 2014, and 2015. George is a graduate of the University of Phoenix, and graduated with a BS in Finance. He currently holds his Series 6, 7, 63, and 66 securities registrations.
George and his wife have four children – two daughters and two sons. In the summer he loves fishing and cheering on the Rockies, in the winter it’s skiing, and anytime it’s golfing and grilling. Along with coaching kids sports and volunteering at church, life is full and he is grateful.