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Experience

George is a Trust Officer with Plante Moran Trust serving clients out of Plante Moran's Chicago riverside office. He is known for working with high-net-worth families to develop financial planning strategies that help them meet their short- and long-term goals.

Having worked in the financial services industry for over 20 years, he specializes in estate and financial planning while helping families develop comprehensive intergenerational wealth management strategies.

George holds a BA in both economics and Spanish from Denison University, his Certificate degree in financial planning from DePaul University, and has attended the ABA National / Graduate Trust School.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

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