George strives to construct portfolios that minimize risk and provide rewarding returns using custom strategies for each client’s distinct situation. He personally manages the custom portfolios, taking care to ensure individual goals align with the investment risk. His investment style is characterized by using stocks that have been in long-standing patterns of outperformance for the core of the portfolio.
With a commitment to being approachable and available for his clients, George prioritizes honesty and trust. By focusing on the fundamental tenets of investing and avoiding reactionary decision-making, he helps his clients sort through the noise that surrounds everyday life.
A discretionary money manager holding Series 66, 7, 24 and an insurance license, George is prepared to assist his clients with every aspect of their financial picture. As a client, you can expect to hear from him at least quarterly so he can stay up to date with your evolving needs.
George is a Waco, Texas native – having earned his bachelor’s degree in history from Baylor University – where he still lives today with his wife, Christy. They have two adult children, Haley and Lila, who have both joined George in his financial practice.
George served as an A-10 pilot for 15 years in the United States Air Force, flying three tours in Iraq and a two-year assignment in Korea. He is a member of Waco Goodfellas, a nonprofit organization that aims to improve the lives of families in need during the holiday season. He’s also a member of Renew Church and an avid golfer.
At Park City Investment Solutions, Josh’s practice is distinguished by its client-centered approach and dedication to finding tailored solutions for each client’s needs. He emphasizes thoughtful asset allocation and outcome-oriented investment strategies to improve the likelihood of client success. Josh’s passion for finance and investing, which began during his college years at Brigham Young University, fuels his commitment to helping clients achieve financial freedom. “I enjoy seeing clients find financial freedom, allowing them the flexibility to pursue happiness,” Josh says. He believes that providing comprehensive financial solutions is key to helping clients pursue long-term financial goals.
Outside of his professional work, Josh is committed to his community. He is the past president of the Salt Lake Chapter of the BYU Management Society and the CFA Society Salt Lake. He currently volunteers as the chair of programming for the CFA Society Salt Lake and is actively involved as a youth church leader. Josh considers community involvement an essential aspect of personal and professional success and believes giving back is a fundamental responsibility.
Originally from Hailey, Idaho, Josh now lives in Draper, Utah, with his wife, two sons, and daughter. In his spare time, he enjoys reading, camping, hiking, and exploring national and state parks.
