George Koeltl

George is deeply committed to helping clients achieve and sustain financial confidence throughout retirement. His professional experience and in-depth knowledge make him exceedingly qualified to give advice on nearly any personal finance topic. As a corporate Tax Auditor for the New York State Department of Tax & Finance in 1991, he gained extensive knowledge on how to read financial statements and develop strategies to minimize income taxes. He has also served wealth management clients as a financial advisor for Merrill Lynch and UBS. Seeking an opportunity to work with a firm who shared his fiduciary values, George joined Reby Advisors in 2005 to focus on helping families and individuals take advantage of the financial opportunities in their lives. In 2021, George joined Wealth Enhancement Group through the Reby Advisors acquisition. He lives in Valhalla, New York with his wife Eileen and has three grown children. In his spare time, he enjoys cooking, kayaking and golf. He is also an avid sports fan, and he can talk Yankees or Knicks with the most loyal of fans.