George Sugden is a Certified Financial Planner™ practitioner. His responsibilities include client portfolio reviews, financial plan preparation, and various investment recommendations. He also assists with the preparation of due diligence for our clients’ separately managed account holdings and 529 Plans as part of our monthly Investment Committee Meetings. George graduated from Drexel University with a BA in Business Administration. In his spare time he enjoys hiking, camping and traveling. He lives in Denver with his wife Lindsay and their dog. He joined M.J. Smith and Associates in November of 2011.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.