CEO and Wealth Manager
George W. Johnson III, MBA
For more than two decades, George has had the privilege of helping hundreds of working families in Michigan and many other states. Much of his experience was earned while serving clients at five reputable, well-established Southeast Michigan financial institutions.
Today, his goal is to deliver the highest level of professional guidance in investments, insurance, and financial planning — and to collaborate with tax and estate planning professionals to create a tailored plan that fits your goals.
George strives to be the kind of financial advisor you'd want on your side: someone who is down to earth, easy to understand, and eager to help you succeed. One of his key strengths is explaining complex financial concepts in plain language so you can make informed decisions.
He has been married for more than 30 years to his wonderful wife Bethany, and they have four fantastic children. He's loved spending time coaching their soccer teams, helping with Boy Scouts, and teaching karate and guitar — and feels privileged to have had the opportunity to be a very involved dad.
Given the opportunity to work together, you'll see his focus is to do what's best for you and your family.
Education & Certifications
MBA, BS in Business Management with International Emphasis, Series 65 License, Michigan Life & Health Insurance License

