George Wells 

George holds a bachelor’s and master’s degree in mechanical engineering making his background unique compared to the typical financial advisor. Because of this, he finds complex things in life can be best understood through a process. Working methodically by nature, he develops step-by-step strategies to help his clients develop tailored plans that work for them.

 

His greatest joy is helping clients understand their investments and work with them to create plans that ensure they feel comfortable on their financial journeys in life. But he has also enjoyed working with other advisors to help them manage their businesses more successfully and is an author of a book that helps those in finance realize greater success in advising.

 

 

When George isn’t working, he enjoys spending time with his four kids and traveling.