Meet George 


I seek to help people create long-term wealth and financial security.

  • M.B.A. with a Concentration in Finance - Louisiana State University, Baton Rouge, LA
  • B.A. in Economics - Rhodes College, Memphis, TN
  • Taught Principles of Finance at the college level (McNeese State University) for two semesters Previous employers include Morgan Stanley Smith Barney, Capital One Bank, and Wells Fargo
  • Member AICPA (Member No. 5071013)
  • Served as Chairman, Vice Chairman, and Treasurer of the Episcopal Day School Board of Trustees (Lake Charles, LA)
  • Possess Series 7, 63, and 65 registrations through LPL Financial as well as a Louisiana insurance license.