Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Three people sitting in office

George Schrenk

Senior Vice President–Wealth Management

Financial Advisor

George Mitch Schrenk works with individual and institutional accounts by providing consulting and investment advice.  His commitment to this ever-changing industry leads him to complete advanced coursework each year above what is required to maintain their designations. He especially enjoys the opportunity to work with private clients and their families over many years.

George Mitch Schrenk grew up in Perry, Florida, and attended the University of Florida, graduating with a B.S. in Chemistry. He enjoys working out and attending Gator games and is active with many charitable causes in our community. He has been married to his high school sweetheart, Rhonda, for 41 years. They have been blessed with three children, now married, and seven grandchildren.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • B.S, Chemistry, University of Florida


  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
201 North New York Ave
Winter Park, FL 32789
  • (407) 618-7901

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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