Welcome and thank you for taking the time to allow me to introduce myself. I proudly serve a variety of individual clients with goals ranging from starting the investment journey and saving for education expenses to planning or living in retirement. Helping business owners create strategies for employee retirement and business succession is an integral part of my business as well.
My path to becoming a financial advisor began as a child of hardworking parents who taught me to save my money, earned from chores, for things I wanted right then and in the future. After graduating with a BA in finance from The University of Cincinnati, my career began with roles in corporate accounting and business banking. These positions provided a strong foundation for serving individual investors as well as local businesses. I hold my Series 7 and 66 as well as my life/health licenses.
My wife and I moved to the area nearly 20 years ago. We've enjoyed watching our sons grow up in this great community. I currently serve our community through non-profit board positions. Together, we enjoy visiting our family in Florida and New England. More importantly, when life becomes challenging, my goal is to bridge those times with laughter. Once we meet, you'll understand.
My Branch Office Administrator, Annette Schroerlucke, and I comprise your local team. Our team is supported by thousands of research analysts, portfolio managers and advanced technical support from one of the most experienced and trusted financial services firms in the country. In addition, we welcome the opportunity to work alongside your accountant and attorney to craft a strategy that focuses on your goals and desires for your financial future.
Please contact my office so I can get to know you and your family. Once we meet, we can begin your journey of achieving your financial goals... Whatever they might be. Regardless of where you live, we will help you as if you were right next door!
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Office Address1301 E Ash St Ste B
Piqua, OH 45356 opens in a new window
Phone NumberChristopher A George at (937) 615-6012
|Mon||08:30AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More