George E. Haas,
CIMA®, CFP®, ChFC®, CLU®, QPFC
George began his career in the investment industry in 1998. Prior to joining Mercer Advisors, he worked at United Capital Financial Advisors where he advised high-net-worth families, designing and implementing their comprehensive wealth management strategies. George also worked at both UBS Wealth Management and Charles Schwab & Company. He received his undergraduate degree from the University of Arizona, earned his MBA from the University of Phoenix, and holds the FINRA Series 65 license. George lives in Richmond, Texas with his wife, Sarah, and their three daughters.