Relationship Manager
George joined the Blueprint Financial Advisors team in 2025 and focuses on supporting financial advisors who are registered with the firm’s affiliated broker-dealer.
He joined the team following nearly eight years at Fidelity Investments. While at Fidelity, he gained broad experience with:
- Investment advisor and broker/dealer licensing
- Managing process related to required forms, documentation, and reporting
- Transition services for trust, estate, and corporate accounts
- Facilitation of stock, option, and mutual fund trades on behalf of clients
- Creation of customized financial plans
- Serving clients to ensure they receive necessary resources and support for their financial and investment needs
George attended Oklahoma State University and Southern Methodist University, earning a bachelor’s in economics from SMU.
Dallas Native, Fueled by Football & Family
George was born and raised in Dallas, which he continues to call home.
He has a close relationship with his immediate family – mom, dad, and four sisters – that is enhanced by sharing many interests: sports in general, but especially college football, cooking, and days spent grilling out and relaxing by a pool.
George is an avid sports fan. He loves his local Dallas teams – which he says means also often being worked into a fury about their play and decision-making – including the football program of his alma mater, Sothern Methodist University (Pony Up!).
He is also passionate about the sport of rugby. He played for the Dallas Harlequins Rugby Football Club one of the years the team made it to the national championship game. And these days he enjoys cheering on his niece, who is a talented player.
George usually spends weekends attending any live sports event he can, playing video games, or hanging out with friends.
