George, a Springfield native and second-generation financial advisor, was inspired by his father Jon and the SignalPoint team's journey of building an independent firm. His professional path led him to join SignalPoint after many years on the investment advisory team at Personal Capital. With a focus on logical, disciplined, and transparent investing, George excels in helping clients navigate dynamic environments. Outside of work, he enjoys playing guitar and spending time with his dog.
SignalPoint is an advisory firm founded in 2008. We know finances and the families who entrust us with their resources.
After decades of experience in some of the world's largest investment firms, we believed there was a better way forward for our clients. We came together to form SignalPoint Asset Management, with the goal of building a different experience for clients and colleagues.
We peeled back the layers of bureaucracy. We freed ourselves from limitations on the investment products and services available to our clients. We take a straighforward approach to managing finances.
General Information |
| Firm Start Year: | 2008 | |
| No. of Employees: | 10-19 | |
| Name of Custodial Firm: | Charles Schwab |
| States Licensed in: | MO |
| Number of Years with Current Firm: | 1 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Your Office, Phone, Video Conference, Our Office |
Firm Information |
| Firm's Number of Clients: | 500 |
| Assets Managed by Firm: | $500,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $100K+ |
| Compensation Methods: | Based on Assets |
Education |
| Bachelor of Business Administration - Finance | TCU - Texas Christian University 2015-2019 |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of Advisor. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 4:30 PM |
| Tue. | 8:00 AM - 4:30 PM |
| Wed. | 8:00 AM - 4:30 PM |
| Thu. | 8:00 AM - 4:30 PM |
| Fri. | 8:00 AM - 4:30 PM |
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