Registered Representative

George started his career as a financial advisor by realizing that a person can devastate his/ her entire financial life buy making only one or two uninformed decisions. His career then took him to a local brokerage firm and continued with Ameriprise Financial Services in Rochester, NY. After years spent with Key and HSBC Trust Departments he decided to return and work with clients - individual and corporate - on an individual basis through his association with Diversified Capital Management in Syracuse, NY.

To aid in George’s quest of providing such necessary advice to individual and corporate clients, George has acquired the securities licenses 7, 9 and 10 and NYS Insurance. George has also acquired the Charted Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF), designations and regularly engages in many hours of continuing education annually.

In a career that spans over 30 years, George believes in giving back to the community. George has volunteered on the boards of many organizations and currently is on the board of the CNY Arts (promoting art and culture in Central New York) and Senior Housing through HUD as Vice- President of AHEPA National Housing Corporation based in Indianapolis, Indiana.

George spends time with developing entrepreneurs in the Upstate Capital Association and belonging to numerous financial planning organizations. 

George is a Registered Representative associated with Cadaret, Grant & Co., Inc., a FINRA member firm.  Prior to joining Diversified Capital Management, LLC, George worked with local trust and asset management organizations. George has over 25 years of experience in portfolio management and small business planning. George specializes in retirement and estate planning for business owners and entrepreneurs, non-for profits and individuals.


  • Financial Planning Association

  • Society of Financial Service Professionals, Immediate Past President

  • Estate Planning Council of Central New York 

  • National Association of Insurance and Financial Advisors


  • Series 7, Series 63 and Series 65 (Uniform Investment Advisor) Securities Licenses

  • General Securities Sales Supervisor, Series 9

  • General Options Supervisor License, Series 10

  • Life, Accident and Health Insurance License (New York State)

  • Recipient of the Chartered Financial Consultant (ChFC) designation

  • Recipient of the Accredited Investment Fiduciary, AIF® designation


  • Member of Upstate Venture Association of New York

  • AHEPA Chapter 37, President

  • AHEPA National Housing, Vice-President

  • CNY Arts, Inc, Past President 2015-2016, Board Member 2017-2018

Phone 315-234-8125
Fax 315-701-2789