Concierge Retirement Services
George began his career as a customer service representative for a large retirement firm. “I really enjoyed helping people save for retirement, and in the blink of an eye I’ve now been in this profession for 15 years!”
George earned a Bachelor of Science Business Administration with a concentration in Finance. He’s also earned two designations: A Qualified Pension Administrator (QPA) and a Qualified 401(k) Administrator (QKA).
George says “My primary responsibility is to maintain a compliant and effective retirement plan for all of our clients. I also manage several office projects and equally important – I provide peer review of compliance and contributions calculations.”
His favorite responsibilities are “crunching the numbers” and “forming quality caring relationships with our clients.”
George and his wife have 2 boys. He loves “hanging out with the family, beaches, parks, restaurants, playing tennis, summer BBQ’s, cooking and listening to music!” He’s passionate about “always learning and working smart.”