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Mr. Smith is a Principal at Vantage Financial Group and has more than 20 year’s industry experience focusing on investment and financial planning, asset and liability management, and retirement income planning for his clients. He is part of a team at Vantage working with Larry Mihevic and Justin Pagnard. George has grown his extensive practice primarily through the referrals and introductions from others. Prior to joining Vantage, he served as a district manager for a bank where he was responsible for the operations, management, staffing, and production of 12 branch offices.
A graduate of Heidelberg University, George also earned his Masters in Business Administration (MBA) from Case Western Reserve University. George also serves as a Board member of the Society of Financial Services Professionals (SFSP).
George is a Registered Representative (Series 6, 7, 63) with Cetera Advisor Networks LLC, a registered broker/dealer, member FINRA/SIPC, and holds his Life, Accident & Health, and Annuity insurance licenses. He is also an Investment Adviser Representative with Vantage Financial Group’s investment advisory firm.