Our Team

Our Team

Todd M. George, RFC, CLTC

President, Financial Advisor

Todd is a Financial Advisor and is President at Decisive Wealth Management. He is a native Rhode Islander and continues to live in the Ocean State with his wife, Kim, and daughter, Madeleine. With more than 29 years of experience in the financial services industry, Todd started his career with John Hancock as a Life Insurance Agent. Taking his expertise in life insurance, Todd then expanded his career into investments as a Securities Broker for Quick & Reilly in Providence and later as a Senior Financial Consultant for Bank RI Investment Services. In 2009, Todd left the bank program to realize the dream of owning his own practice. He founded Todd M. George Investment & Retirement Services. Through organic growth, client referrals and additional acquisitions in 2016 and 2020, Todd has expanded his business as well as his Team. Most recently, he changed the name of his practice - now known as Decisive Wealth Management.

Todd is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser. His extensive and diverse experience, along with his professional designations and registrations, make him highly qualified to help his clients fulfill their own financial dreams. His passion lies in learning about his clients and working with them to build a customized financial plan that encourages a commitment to long-term saving and investing. Todd's goal is to work honestly and objectively to implement each plan through advanced and modern financial tools and products.

Registrations, certifications, licenses, and recognitions:

  • Registered Financial Consultant (RFC)
  • Certified in Long-Term Care (CLTC)
  • FINRA Series 7 (General Securities Representative)*
  • FINRA Series 63 (Uniform Securities Agent)*
  • FINRA Series 65 (Uniform Investment Adviser)*
  • Life and health insurance agent
  • Eagle Scout (Boy Scouts of America)
  • 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 & 2021 Five Star Wealth Manager**, Crescendo Business Survey presented by Rhode Island Monthly

Education:

  • Roger Williams University, Bristol, Rhode Island
    Bachelor of Science, Accounting, 1993

 

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Todd M. George is proud to have been recognized as a Leaders Level advisor for 2021—a distinction based on annual production that places him among the top 6 percent of advisors affiliated with Commonwealth Financial Network.  

Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

*Through Commonwealth Financial Network®, Member FINRA/SIPC
**Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations.
614 Rhode Island area wealth managers were considered for the award; 132 (21 % of candidates) were named 2020 Five Star Wealth Managers.  The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Kim R. George, CFP®

Vice President, Financial Advisor

Kim is a Financial Advisor and is Vice President at Decisive Wealth Management. She is originally from Fall River, Massachusetts, and currently lives in Rhode Island with her husband, Todd, and their daughter, Madeleine. With more than 23 years of experience in the financial services industry, Kim started her career with Quick & Reilly as an operations specialist. She quickly advanced and became FINRA Series 7 registered in 2000 and was promoted to the position of financial consultant. Kim worked as a Financial Consultant at Quick & Reilly until 2003 and then moved on to manage a multimillion-dollar book of business for Citizens Investment Services in one of the state's largest territories. In 2007, Kim became a CERTIFIED FINANCIAL PLANNER™ practitioner, setting herself apart from the competition. In 2009, she partnered with her husband, Todd, to build and grow their practice as Investment Advisor Representatives*. 

Registrations, certifications, licenses, and recognitions:

  • CERTIFIED FINANCIAL PLANNER™ certification
  • FINRA Series 7 (General Securities Representative)*
  • FINRA Series 24 (Securities Principal)*
  • FINRA Series 66 (Uniform Investment Adviser)*
  • Life and health insurance agent
  • 2016, 2017, 2018, 2019, 2020 & 2021 Five Star Wealth Manager**, Crescendo Business Survey presented by Rhode Island Monthly

Education:

  • University of Massachusetts, Dartmouth, Massachusetts
    Bachelor of Science, Economics, Cum Laude, 1996
  • Bryant University, Smithfield, Rhode Island
    Financial Planning Certificate Program, 2007

*Through Commonwealth Financial Network®, Member FINRA/SIPC

Todd J. Wokoske, MSF

Financial Advisor

Todd is a financial advisor at Decisive Wealth Management. He lived in Massachusetts until 2014, when he moved to Rhode Island with his wife, Jennifer and their two children, Sara and Connor. Todd has over 20 years of experience in financial services with a background in operational services, internal audit and business analysis. In 2006, Todd joined The Bullfinch Group as a Financial Advisor working with businesses and individuals, specializing in insurance and investments.

Registrations, certifications, licenses, and recognitions:

  • FINRA Series 7 (General Securities Representative)*
  • FINRA Series 63 (Uniform Securities Agent)*
  • FINRA Series 65 (Uniform Investment Adviser)*
  • Life and health insurance agent
  • 2015 & 2016 Five Star Wealth Manager**, Crescendo Business Survey presented by Rhode Island Monthly

Education:

  • Bentley University, Waltham, Massachusetts
    Bachelor of Science, Finance, 1996
  • Suffolk University, Boston, Massachusetts
    Masters of Science, Finance, 2000

*Through Commonwealth Financial Network®, Member FINRA/SIPC

Karen T. Moran-Smith

Financial Assistant

Karen is a Financial Assistant at Decisive Wealth Management. She is a native Rhode Islander and lives in Coventry with her husband, Mark and their two adult children, Kyle and Shannon. Karen has been an administrative assistant for over thirty years and has worked in a variety of industries, most recently with a certified public accounting firm. She joined the team in December 2016 and brings an extensive background in taxes, spreadsheets and bookkeeping. Karen has an impressive career in office management and administration and provides a high level of customer service.

Certifications:

  • Sawyer Business School, Warwick RI
  • Certificate in Legal Secretarial/Assistant, 1985