George has earned a Bachelors degree from Williams College, a Masters in Business Administration from the University of Hartford, and the CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board of Standards. He holds Securities, Investment Advisory, and Insurance licenses in the several states where his clients reside. In addition to his financial planning and investment management career, George has served as a senior executive in commercial banking, as an independent financial and marketing consultant, and as an owner, officer, and director of several corporations. He also teaches planning and investment courses to CERTIFIED FINANCIAL PLANNER™ candidates. George and his wife, Diane Shelgren, reside in Greenwood, MN, and have two grown children.
Services
“My role is to assist my clients in defining and achieving long-term financial goals, which may include retirement, education, and estate planning. Many of these clients now have to think about taking care of their parents as well as their children. I accomplish this by providing comprehensive financial planning and customized investment advice, guiding them in the accumulation, management, and preservation of personal, family, and business wealth. Successful investing requires a strategy of setting and achieving long-term goals. It is not like a video game that values immediate hits or wins. It is a disciplined process that involves allocating across market sectors and purchasing individual securities and/or funds based on predetermined criteria. It calls for selling when market conditions change, when specific returns are achieved, or when a buying decision is found to be faulty. Neither undeserved faith nor panic are permitted.”
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
