George is a seasoned financial advisor with over 20 years of experience in investment management, retirement planning, estate strategies and charitable giving.  Known for his methodical and personalized approach, George is dedicated to helping clients meet their unique wealth management goals with precision and care.

George began his career as a tax attorney and then served as a trust officer at major banks in both Minneapolis and New York where he gained expertise in fiduciary services and complex estate planning.  While he no longer practices law, his legal background continues to inform his strategic, tax-aware approach to wealth management.

George received his BA from St. John’s University, his JD from Mitchell Hamline School of Law and his Master of Law Degree from Boston University School of Law.  He holds FINRA Series 7, 9 10, 63 and 65 registrations and his Life insurance license.

George and his wife reside in Bloomington, MN.

Erin plays an integral role in implementing the team’s investment strategies. Her primary focus is account maintenance and providing support to our advisors and clients. She oversees daily operations to ensure we are compliant with industry regulations and procedures, and that we deliver on what we promise. A seasoned registered associate, Erin brings over 25 years of industry experience to the team, along with her tenacity for research and issue resolution.

Erin is a Finance graduate from St. Cloud State University with a minor in Communications. She holds her FINRA Series 7, 63 and 66 securities registrations as well as her Life, Accident and Health insurance licenses.

When Erin’s not cheering from the bleachers at a baseball field, she enjoys spending time at her family cabin on Lake Vermilion with her husband and two children.   

^{Resident State: MN}

Joining the IFG Financial Strategies Group in April 2019, Jill brings over 10 years of financial services industry experience to the team. She is responsible for providing clients with a process-driven approach to planning, but her real passion is enhancing client relations with established and new clients alike.

Jill graduated from Moorhead State University with degrees in Finance and Business Administration. She garnered her MBA from the Carlson School at the University of MN.  Currently, Jill holds her FINRA Series 7 and 66 registrations as well as her Life, Accident, Health and Long-Term Care insurance licenses. 

Outside the office, Jill enjoys spending time with her two daughters. 

^{Resident State: MN}

Dave has over 20 years of experience in the financial service industry.  His areas of focus include account development, database management, and analytical performance reporting.  Known for delivering superior client service, Dave builds lasting client relationships by understanding individual needs – especially when it comes to planning for retirement and lifestyle goals. 

Outside of work, Dave enjoys biking, hiking and sightseeing adventures with his wife.