George is a Certified Public Accountant, holds a Master’s Degree in Accounting from the University of Massachusetts Lowell, and is a licensed financial advisor. George has been working in public accounting since 2010 with two different firms ranging in sizes from local to national. He joined our team in 2016 and will be focusing on both business and individual taxation, as well as financial planning for his clients.

George is extremely familiar with the intricacies of small businesses as he has spent much of his life in the restaurant industry. He has owned multiple restaurants in the Lowell, MA area and continues to do alongside family members. 

George was born and raised in Lowell, MA. He enjoys playing and watching sports, as well as hanging out with friends and going to the gym in his spare time.

“Don’t try and handle life changing financial situations without checking in with your financial advisor/CPA. I think balance is key. But I truly believe if you work hard and build your colleagues and clients trust, it all pays off and leads to a happy life.”