Who We Are

  George Gately performs an uncommon service with unparalleled devotion from an unusual background. Personal experiences fire his passion to help others manage the financial challenges associated with college costs and retirement funding. Coaching families to achieve greater financial efficiency without interfering in current lifestyle choices is his forté.
 
Dr. Gately offers public service seminars:
  • The Right College--the Right Price--Graduate On Time with the Right Degree©
  • Keys to College Affordability
  • Answering the Four Toughest Financial Questions
  • Circle Talk -- Understanding Losses You Can Avoid
  • The Personal Economic Model©
CAREER TRACK:
  • 1975 - 2000 a successful pastor and church planter
  • 2001 - present at Succeed Where It Counts, Inc. 
EDUCATION
  • BA English University of Texas at El Paso
  • Master of Divinity Nazarene Theological Seminary (Kansas City)
  • Doctor of Ministry Gordon Conwell Theological Seminary (Charlotte)
 PROFESSIONAL CERTIFICATIONS
  • Certified College Advocate
  • Circle of Wealth® Master Mentor
  • FINRA RIA (pending); Insurance--life, disability, long-term care
  • Ordained Protestant Minister
 PROFESSIONAL BOARDS
 COMMUNITY SERVICE and HOBBIES
  • Men's Group leader for Journey Church, Huntersville, NC
  • USSF State Referee Emeritus and State Assessor
  • NISOA Referee (retired) and Assessor
 FAMILY and PERSONAL
  • Married to Nancy; following a fabulous marriage to Jeannie until her death (2/4/2014)
  • Two children & eight grandchildren
  • Pet (rescued dog), Wally