A resident of the Napa Valley since 1972, George brings a great deal of experience in both business and the financial services industry to his clients.
George graduated from Chico State University with a Bachelors Degree in Economics. He has also received both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College in Pennsylvania. His extensive background and knowledge of investment, insurance, and general financial strategies allow him the ability to provide outstanding service to his clients. George is the recipient of many industry and company awards and is currently a member of the “Top of the Table”, one of the financial industry’s most prestigious recognitions.
George shows a seasoned understanding of the needs of successful business and professional clients, as well as retired individuals. He focuses on the areas of investment management, retirement planning, insurance programs and designing an overall financial strategy.
A member and past president of the Napa Sunrise Rotary Club, George lives in Napa with his wife, Susan. They have two grown daughters, Kristina and Laura, and three grandchildren.