Helping Turn financial complexity into clarity and security.
George joined The Bulfinch Group in September 2025, bringing with him a diverse background in leadership, technology, and business strategy. Prior to joining the firm, he served as Co-Founder and Managing Partner of an oil and gas technology company, where he oversaw operations, strategic planning, and business development initiatives. Prior to that role, George served as Director of Growth at OrionCKB (since acquired by Tinuiti). Earlier in his career after college, George co-founded PredEx Trading, an equity and derivatives trading firm. These experiences together give George a unique history in business growth and development and practical experience in market analysis, financial modeling, and client relationship management.
George’s transition into financial servicing was inspired by experience growing emerging businesses, but also by personal experience. After applying his knowledge and genuine interest in investing to help members of his own family work toward greater financial confidence and balance, he recognized how empowering sound financial guidance can be. Motivated by a desire to make a lasting impact on people’s lives, he decided to channel his business acumen and analytical expertise into building a financial servicing practice dedicated to helping individuals and business owners achieve clarity and financial confidence around their investments and finances.
A graduate of the University of Texas at Austin, George holds a B.A. in Economics. Outside of work, he is passionate about being present for his family, is a big sports enthusiast (particularly golf) and enjoys staying active.
Originally from Houston, Texas, George relocated to Boston in 2014, where he has built both his career and his family life. He currently resides in the South End with his wife and their 3-year-old daughter and infant son John.
Agent of The Bulfinch Group, LLC, an agency of The Guardian Life Insurance Company of America®, (Guardian), New York, NY.