Free event!

• George J. Salidas – Morgan Stanley
• Justin Souter – MosaicPoint Management Group

George J. Salidas has been a financial advisor since 2000 and is a qualified Portfolio Manager at Morgan Stanley as well as a Financial Planning Specialist. George has a 5-step process to determine goals, design a customized investment plan, implement, and monitor progress. George focus on advanced planning strategies that high-net worth families face such as reducing taxes, protecting wealth, transferring wealth to heirs, and supporting charitable causes.

As part of the MosaicPointe Wealth Management Group, Justin Souter brings over 20 years of experience working closely with individuals, families, and companies. He is multi-faceted in his services with his main goal being to help his clients achieve their financial goals. His efforts are focused on providing the highest level of services regarding family wealth management, corporate qualified plan administration, business transition and exit planning strategies.
 
 With his first five years spent on the operational side of the industry, Justin has a unique understanding and appreciation of the small details that go into creating, maintaining, and overseeing a comprehensive financial plan. He works diligently to keep his clients informed of current market conditions so that they can remain confident and focused on their long-term goals. Justin has earned the respected designations of Corporate Retirement Director, Chartered Retirement Plans Specialist ® and Certified Exit Planning Advisor ® further illustrating his knowledge and experience in the world of retirement strategy.