George provides financial consultation services to companies and their employees through the PENNIES ON THE DOLLAR ® and PENNY ON THE DOLLAR ® Program. The Program promotes awareness of the importance and benefits of contributing to retirement plans and offers financial and retirement planning guidance, including advice on retirement plans and the financial aspects of retirement. George also conducts classes, seminars, workshops, and presentations to educate employers and employees on financial planning, retirement planning, and plan contributions. Contact George to learn more.   

Professional Experience

BCG Retirement Plan Services Division, Scottsdale, AZ   2023-Present

Senior Partner – Senior Partner – This division provides independent retirement plan services, with a mission to help employers craft exemplary retirement plans and guide their fiduciary responsibilities and to do the right thing to change the dynamic for retirement plan participants by cutting the jargon and making it easier to save for retirement.

Services include:

• Employee financial wellness education.
• Evaluation of plan structures and recommendations for new and improved ways to boost efficiency and contain costs for employer and employee.
• Auto-enrollment, vesting and contribution strategies.
• Plan performance and investment review.
• Fiduciary guidance services.

RETIREMENT BENEFITS GROUP, Scottsdale, AZ  2011-2023

Managing Director

MORGAN STANLEY SMITH BARNEY, Phoenix, AZ area  2007-2011

Senior Vice President, Corporate Retirement Director

Advisory services offered through Alera Investment Advisors, LLC

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.