About

George is a professional business coach and consultant specializing in the insurance and financial services industry.

With over 35 years of experience in retail banking, lending, property & casualty, wealth management, product management and financial technology platform management, George is uniquely positioned to bring objectivity to his clients’ business objectives. In addition to developing and maintaining hundreds of client and advisor resources used to grow and support the business, George also led firms with the financial planning related technology selection, vendor management, deployment and user adoption.

Throughout these years, George also instructed, coached and consulted with hundreds of advisors as they took their practices to new levels of client experience and business success.

George can also be seen and heard in the public space through his involvement with the Financial Planning Association as well as industry and tech conferences. He is also a previous host of the podcast “Your Life, Simplified”. As a frequent public speaker, panelist, moderator or contributor through various publications, George brings subject matter to life through storytelling and audience engagement.

Education, Certifications, and Boards:

Education:

  • B.A. Human Resource Management
  • Master of Business Administration
  • MidAmerica Nazarene University

Licenses & Certifications:

  • Certified Professional Business Coach
  • Extended DISC
  • CERTIFIED FINANCIAL PLANNER™
  • Securities Licenses: Series 7, 66 & 24
  • Life & Health Insurance state license

Boards:

  • Financial Planning Association – National Board Member
  • Pathway Financial Education – National Board Member

Areas of Expertise

  • Financial Planning
  • Product Management
  • Client Experience
  • FinTech
  • Operations
  • Regulatory Requirements
  • Advisor Training & Support
  • Business Strategy
  • Vendor Management
  • Project Management
  • Product Management
  • Business Development
  • Consultative Sales
  • Generational Communication
  • Employee Assessment Training Design
  • Training Delivery
  • Leadership Development
  • Public Speaking

Strengths:

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