How I can help you

Expert in Business Finance. Very Knowledgeable in Financial Planning. Most of my career has been counseling individuals and businesses from managing their finances, business succession planning, and life’s stages planning. I earned a Master’s of Science degree from Iowa State University, am a Certified Financial planner CFP, Chartered life Underwriter CLU Chartered Financial Consultant ChFC and I am a Certified SCORE Mentor.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Human Resources & Internal Communications
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Finance & Insurance


Bachelors of Science from Tarkio College in Education, Agriculture, Phycial Education Masters Degree from Iowa State Univerity Education, Agriculture Teaching 5 yrs Certified Financial Planner CFP Personal, business financial planning, counseling experience Certified Life Underwriter CLU

George F Phelps

Communication Methods

  • In Person