George is a Managing Director at PensionmarkMeridien and serves on the firm’s Investment Committee. George works with families, individuals, and institutional wealth clients, with a focus on solving their comprehensive financial planning needs. These solutions often include investment planning, estate planning, risk management, and tax strategies. George has a B.S. in Economics from the College of Charleston. He holds a Series 7, Series 66, and insurance licenses for life, accident, and health. He is a Certified Financial Planner (CFP®) and an Accredited Portfolio Management Advisor℠ (APMA®).In his free time, George enjoys golfing, supporting local businesses, live music, traveling, spending time with family, and coaching youth basketball leagues.