Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
George is native of Jacksonville, Florida. He attended Episcopal High School of Jacksonville where he graduated in 1989. He then attended Stetson University where he graduated in 1993 receiving a Bachelor of Science degree in Biology and a minor in Chemistry. At the age of 21, he managed a multi-physician specialty medical practice in Jacksonville. Following a period of working an additional second job at Beaches Baptist Hospital in Jacksonville, he relocated to Cambridge, Massachusetts and entered a concentration of study at Harvard University focusing on Molecular Genetics and Immunology. After three years of successful study, he returned to Jacksonville in 1998.
George began his financial services career in 1999 with Massachusetts Mutual Life Insurance Company (MassMutual) at Financial Design Associates in Jacksonville, FL, where he continues his practice today. His focus is in working with individuals and small business owners, with a unique understanding of the needs of medical professionals, attorneys, engineers, accountants, and other highly skilled successful individuals.
He holds the State of Florida and State of Georgia Insurance licenses and the FINRA Series 6 and 63 registrations.
When George is not working, he regularly enjoys running, trail biking, and weight lifting. If you don’t find him spending time with family or working on a home improvement project, you’ll find him enjoying a day out on his boat.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies