Senior Wealth Manager
George works with clients on a daily basis, helping them with investment strategy and developing very clear, personalized financial plans. He is a certified public accountant (CPA) who spent 23 years as a controller for investment firms before joining Sage in 2012.
George earned his B.S. in Accounting from the University of Delaware. He is the District Roundtable Commissioner for Boys Scouts of America (Baden-Powell District) and a Committee Member for Troop 542.
Why are you in wealth management?
It may sound cliché, but I entered the field of wealth management to make a difference in people’s lives. While money is not everything, it is a means to accomplish many goals in life, such as providing a college education for children, retiring comfortably, providing for philanthropic causes, and enjoying a fulfilling lifestyle. I’m inspired when I can add value for our clients by helping them create organization and purpose in an area so many feel is one of disarray and chaos.
What particular qualities do you contribute to the Sage team and the client experience?
I have a very personal, compassionate, and conscientious mindset. I have very strong analytical skills, and I really enjoy the challenge of developing a cohesive, straightforward plan with numerous moving pieces.