In the financial services business since 1986, beginning his career with Barnett Bank. He went to work with Smith Barney in 1993, and also worked with Prudential Securities here in Clearwater, before joining Raymond James in 2006.

He graduated in 1983 from the Univ. of Oklahoma and received the prestigious CFP degree from the College of Financial Planning in Denver, CO in 1997.

Geo. Is active in his synagogue at Chabad of West Pasco and serves in various fund raising and charitable organizations, including the Humane Society, Little League and JW Mitchell High school.

Married to Joell, an RN and VP at Anthem Healthcare since 1994, they have two teenagers, Polly and Solomon attending High school locally. Polly is an accomplished dancer and is enrolled at the Patel conservatory in Tampa, and has performed with the Radio City Rockette’s in New York the previous two summers.

Solomon is a member of the Ruth Eckerd jazz ensemble and the JW Mitchell H.S. Marching, jazz and concert bands, playing saxophones.

Both maintain a 4.0 GPA are members of the National Honor Society and the Duke TIP program.

Geo. Specializes in helping retirees and those planning for retirement to set achievable goals and manage their assets. He helps plan not only the investment of their portfolio, but tax and estate planning as well.

He believes in a simple straightforward disciplined approach to financial planning, looking at the big picture to help clients succeed. Treating his clients as he would like to be treated is his top priority.