George began his financial services career in his home state of Wisconsin in 1979. Because of his passion for teaching and coaching, working with clients to help achieve their financial goals was a perfect fit. He relocated to Tucson a few years later where he continued his career, working 20 years at Northwestern Mutual and Robert W. Baird & Co. He then expanded the products he was able to offer his clients by moving to RBC where he remained for another 19 years. In 2020, he and his partner, Adam Goldstein, decided to form Adara Wealth Management to, again, increase their level of service to clients. They brought their team with them to LPL Financial, supported by the LPL Financial Strategic Wealth Services division.
George graduated from Carthage College in Kenosha, Wisconsin, and has a Master of Science in Financial Services (MSFS) from The American College in Bryn Mawr, Pennsylvania. In addition to passing the Series 6, 7, 8, 31, 63, and 66 exams, George earned his CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Chartered Life Underwriter® designations. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning, including investments, taxes, insurance, estate, and retirement planning.
George and his wife, Toni, live in Tucson. They were born and raised in Wisconsin. He is active in the community as a member, former deacon, and trustee of St. Andrews Presbyterian Church; a charter member of the Financial Health Advisory Council; and a past trustee of the Carondelet Foundation. He is also a charter member of the Planned Giving Advisory Council and a board member for ICS (Interfaith Community Services). George is a charter member of the President’s Leadership Council at Carthage College. He is a member of the Oro Valley Country Club. In his spare time, George enjoys exercising, golf, his church family, personal family-related activities, and most importantly, FaceTime with his two adult daughters and two grandchildren.