George has been in the wealth management business for over 30 years, with a focus on private investors. George has held senior positions at Deutsche Bank, Nuveen Investments, and the Citibank Private Bank.
Raised by a family of educators, George believes that the foundation for investor success begins with collaborative education between the advisor and client. The advisor must thoroughly understand the client’s individual financial situation, goals and priorities. Likewise, the client must have a jargon-free understanding of their investment portfolio and how it is tailored to meet their specific needs. George believes that this process is not static. It requires a partnership of ongoing and high-touch communication to help clients navigate evolving markets and life’s changing circumstances.
George joined Blue Sands Wealth for the depth of its investment capability, flexibility to meet individual investor needs, and commitment to continual monitoring and service. He believes that this combination allows him to provide clients with a rewarding investment journey.
Based in Ketchum, Idaho, George enjoys an active outdoor lifestyle with his wife and two boys. When he is not advising clients, you can find him golfing, skiing Bald Mountain or fly-fishing the region’s scenic waters.
