Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
George began his work with clients at Northwestern Mutual as a Financial Advisor after receiving his Master's degree in Finance. Since 1986, George has helped his clients acheive financial wellness througout all stages of life, from the needs of young families to those of retirment age.
George speacializes in all aspects of financial and retirement planning. His education and experience enable him to create a financial plan to assist families, professionals and business owners ensure financial security for the future.
George holds licenses for life, disability income and long term care insurance, annuities and investments, as well as, the Chartered Life Underwriter (CLU), the insurance profession's oldest standard of excellence.
Years of Experience
Representing Northwestern Mutual since 1986.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Business Administration | Business | University of Texas |
| Master of Business Administration | Finance | University of North Texas |
Awards and Recognition
Health Insurance Quality Award 1991
Award recognizing quality in the field of health insurance
Million Dollar Round Table Provisional Member 1990
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying Member 1991, 1993-1999
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 2000-2020
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015, 2017
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 1989-2010
Award recognizing persistency and performance
National Sales Achievement Award 1989-2007
Award recognizing performance