St. George Wealth Management

I am a North Carolina-based advisor overseeing and coordinating the financial affairs of a select group of families and individuals. Coming from a compliance background, I can transfer my analytical skills and attention to detail to help clients properly outline risks and plan for their financial futures. I am deeply committed to my clients and place a high level of emphasis on creating an outstanding client experience. My mission is to help clients identify and ultimately achieve what is most important to them both personally and financially. My commitment to this mission is defined by three core principles: • Comprehensive support throughout life’s milestones from our Lasting Advice and Guidance • Getting the job done through Customized Planning • Providing an exceptional experience through World Class Service The objective of every relationship is to build confidence, comfort, and reassurance. I began my financial services career after graduating from Bryant University in Smithfield, Rhode Island, with a degree in Finance. In 2014, I became a Chartered Retirement Planning Counselor℠ (CRPC®) and in 2017 I became board certified as a CERTIFIED FINANCIAL PLANNER™ professional. I am also is a register principal, register options principal, and register municipal securities principal. In 2019, I obtained my Certified Plan Fiduciary Advisor (CPFA) credential, demonstrating my knowledge, expertise, and commitment to working with retirement plans. I am originally from Lincoln, Rhode Island, but have been living in the Charlotte area for over 10 years. I currently reside in Denver, NC, with my wife Kelly and our two children, Bo & Caroline. When I'm not chasing the kids around the house I enjoy playing golf and hockey. Securities and investment advisory services offered through Woodbury Financial Services, Inc.(WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Ple