George has over 30 years of experience in the retirement marketplace. He is known nationwide for retirement plan innovations, including his Pennies on the Dollar® model at the core of academic research published by acclaimed behavioral economist, Shlomo Benartzi. As much as his innovations, George is known for his enthusiasm around participant education. Utilizing the concepts that George and his team have developed provides the very best service and support to our existing clients and our prospective new clients.   

Professional Experience

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

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