Financial Advisor Terry George has a true passion for helping people grasp financial concepts and achieve their financial goals. With over 14 years at Ameriprise Financial, he brings years of experience and professionalism to his 2018 transition to Security Financial Management.
Since first advising clients in 2004, Terry has acquired the designation of CERTIFIED FINANICAL PLANNER™, along with designations for asset management and long-term care consultation.
Terry holds a Masters degree in Management (1998) and Bachelors degree in Microbiology (1989). His diverse background combined with his knowledge of the Financial Services industry equips him to provide an elevated level of service to a diverse set of clients.
Terry works from Security Financial Management’s Rochester, Minnesota office where he has resided since 1990. He and his wife, Anita, have four children and have been actively involved in their sports, as well as running, fitness, and staying energized. Terry previously worked at the Mayo Clinic (in research) and as a Program Evaluator for the County of Olmsted, Minnesota. He’s grateful for his experience in research and evaluation training as they undoubtedly developed his analytical approach to finding the best solutions for clients.
Terry holds Series 7, Series 66, and Life, Health and Variable Annuity licenses.