Meet the Team

Nicholas George

Nick is from Napoleon, Ohio. He earned his Bachelor’s degree in Finance while also earning a Certificate in Financial Planning from Ohio University. Nick graduated in May of 2018 where he began his career as an Investment Associate at State Bank in Defiance. Throughout his first year, he began to study for the Series 7 & 66 exams, passing both last fall. Nick is now a licensed Financial Advisor serving clients around the Northwest Ohio region. His next goal is to pass the CFP exam and earn his professional designation. When Nick is not assisting his clients, he enjoys golfing, spending time on the water and traveling.