Brian George

Brian is a 20-year veteran of the United States Navy, hailing from the Big Apple originally—specifically the Bronx. He moved to the private sector to work as a programmer/analyst, an IT director, and to manage a field office for a subsidiary of a multi-national firm. In that role Brian was responsible to manage the organization’s largest IT project—an enterprise web application—and their Bremerton field office.

In 1987, Brian worked as a part-time Navy Relief Counselor teaching young sailors about budgeting and getting out of debt. This experience drove a desire in him to help people manage their finances, leading him to a career as a financial advisor.

As a financial advisor, Brian enjoyed networking with specialists in a variety of fields and learning how their financial tools could work in tandem with other advisors. In time he joined a team of trusted senior wealth advisors who recognize the value of working together to create complex solutions to financial challenges.

Brian, his wife, and three children now reside in the Puget Sound area of western Washington. In addition to the roles of husband and father, some of Brian’s other pursuits include community theatre, playing bass guitar, singing in bands, and working with organizations that support elementary through undergraduate education.