The oldest of 10 children, George was born in Peoria, Illinois; raised in South Dakota. George attended, taught and coached at Mount Marty College in Yankton, SD. The University of Iowa and South Dakota and the University of Iowa. George, while coaching swimming 17 years, including Olympians from many countries, earned a selected studies Master’s Degree in Business at the University of South Dakota.
George created Purpose First Planning™, which is registered at the US Trademark and Patent office. In conjunction with the Federation of Federal Employee Benefit Advocates, he has developed a deep understanding of the nuance of the federal benefit system.
George’s passion is to create tax-efficient retirement income and wealth planning for over two decades. He has mainly worked with families in Illinois, Missouri, Nebraska and Iowa.