Dave Burgett

I have been a financial advisor with Edward Jones since 2010, serving the needs of individual investors in our community. I develop and implement financial strategies that are centered around my clients achieving their goals, both short and long term. Whether its's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care most for, we take the time to identify each goal and develop the strategy to address it.

I received my undergraduate degree from The University of Nebraska. In 2018, I achieved the CFP® professional designation. I hold my Life/Accident and Health Insurance license, FINRA 7 and 66 registrations and the AAMS® designation from the College for Financial Planning.

My branch office administrator, Denise Cross, has 10 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

I am a proud member of the Big Walnut-Sunbury Chamber and was the recipient of the 2019 New Business of the year. I am a member of the Sunbury-Galena Rotary club, president 2017-2018 and a member of the finance committee for Big Walnut School District.

In my free time, I enjoy my family and the outdoors, especially when it comes to playing sports and family gatherings. We grill often, spend time at the pool and make it a point to attend local events. I am also a huge Nebraska football fan and my wife, of course, is a huge Ohio State fan. We are members of St. John Neumann Church in Sunbury and are glad to call it our home.

I focus my practice in the following areas: retirement planning, wealth preservation, legacy considerations and creating an income stream during retirement years. Specifically, I enjoy working with families, business owners, executives, real estate agents and health care professionals.