At George Financial, we believe your financial journey should not only focus on preparing you for the retirement lifestyle you desire, but also improve the journey along the way. For over 20 years, we have met many wonderful people who have made George Financial successful. We measure success as our ability to continue serving and helping others build, protect and preserve their wealth.
Donn and Doreen married in 1993 and have two boys, Evan and Thomas who make them very proud. Their home, located in Zelienople, Pennsylvania is placed on a family farm where they all pitch in to lend a hand. As a family, they enjoy camping, bluegrass festivals, fishing and most of all spending time together laughing and having fun.
Donn attended Slippery Rock University pursuing Business Administration and majoring in Management and Accounting. Upon graduation, he began working in the financial services field in 1993.
Donn’s focus is not on a particular financial product but rather the process. Wealth is often transferred away to others unknowingly and unnecessarily. In working together with our clients, he helps to identify areas where wealth transfers may occur. Once these areas of wealth transfers are identified these dollars can be redirected to savings for the future or to increase lifestyle so that the journey along the way is a pleasant one.
Doreen is an individual tax professional, has a degree in computer science and a background in office administration. Her role in the business centers on preparing individual income tax returns, administration and assisting in the overall planning process.