George is a Financial Advisor with 20 years of experience currently serving the Southern Arizona area. Providing in-depth analysis of clients’ unique goals, George provides practical action steps and recommendations to help create a more financially secure future for individuals and their families.
Prior to joining the BMO Investment Services team, George earned an Associates Degree from New Mexico Military Institute, a Bachelor of Science in business administration from National University and Masters of Business Administration in international business from National University. George holds securities licenses 6, 7, and 63, held through LPL Financial along with his life and health insurance licenses.
George is active in the Tucson area as a current board member of the Sunnyside School District Foundation.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management