Our Clients & Partners

 “This was personal for me. George took the time to understand what I want my retirement to look like and explained my options in plain language no pressure then mapped out a tax-smart drawdown strategy. Together we added an index universal life (IUL) policy to complement my retirement strategy, and for the first time I feel genuinely confident about my path and my ability to reach the retirement I’ve imagined.” 

 — M. Elazier, Client (Atlanta, GA)

  “George has been a steady presence in my professional world. On every project consulting, insurance, or merchant services he shows up prepared, listens deeply, and communicates clearly. You can feel the integrity in how he thinks and how he treats people. He’s a natural coach and leader who turns moving pieces into simple next steps and momentum. Brokerete reflects the way we like to work: respectful, practical, and outcome-focused. That’s why I keep bringing George into the room when it matters.”
— T. Alexander, Principal, Alex Business Concierge 

 “George has brought structure, accountability, and solutions that work in the real world of what’s happening in my practice  not in theory.  His steady coaching and clear, practical steps, has helped us get our day-to-day back on track and put simple, predictable systems back in place.  Our work is ongoing, but with George’s guidance, I’m confident we'll bring my vision to life.   Brokerete is the right fit for how we work. "

 — L. Jackson, DVM  Practice Owner

 “I’ve worked with George across multiple initiatives for years and he consistently brings clear thinking, and integrity. His business knowledge across mutliple industries, professionalism, and integrity are unmatched ... he’s simply great to work with. I'm looking forward to our next partnership."
— S. Calloway, Brand Strategist, Calloway Collective