- Advisor coaching
- Maintain Financial Institution relationships for Branch Advisors in banks / credit unions
- Assist Advisors with:
- Practice acquisitions, office efficiencies and building teams
After graduating college from Wartburg College in Waverly, Iowa, receiving a Bachelor’s degree in Business, with an emphasis in Economics, G.E. started in the Financial Services industry in a Consultant capacity. With 6 years as a Financial Consultant, he established a Branch Office managing Financial Consultants in Milwaukee, Wisconsin, and was transferred to Denver in 1993 to head up the Branch Office for his broker/dealer. Thirty-six of G.E.’s 42 years of experience have involved hiring, supervising and managing independent, successful Financial Consultants.
G.E. holds his FINRA Series 7, 63, 51 and 24 registrations with LPL Financial, in addition to life and health insurance. G.E. received his CLU® certification from American College in Bryn Mawr, Pennsylvania.
G.E. and his wife, Jean, live in Conifer, Colorado in the summers, and Arizona in the winter. They have 3 grown children as well as 6 grandchildren.