Our office has a passion for genuinely understanding what is most important to clients, developing a game plan and executing it. We know we have done our job when we see the relief and confidence on our client's faces.
Our branch truly takes a team approach to serving. We use a personalized strategy for every client based on their specific goals and needs after understanding the complete financial picture. We enjoy the meaningful day-to-day interactions with clients talking about life and family. Understanding someone's life or business journey is key. We strive to learn everything we can to determine the best resolution.
I have been in the financial services industry since May of 2000 and with Edward Jones since October of 2017. I chose Edward Jones because I wanted to work one-on-one with clients and make a direct impact in a meaningful way. Edward Jones is a partnership and allows for just that – there are no public shareholders or board of directors. It's Robyn, Marianne and me – along with the support of the Edward Jones' home office – working for our clients.
I earned a bachelor's degree in mathematics from Monmouth College, an MBA from St. Ambrose University, a graduate degree in banking and a certificate of executive leadership from the University of Wisconsin-Madison. I believe my combination of formal education and experience sets me apart.
My wife, Stephanie, and I have three boys: Tayte, Tanner, and Ty. We are active in coaching youth sports. We also enjoy helping by volunteering for numerous organizations in the community.
Robyn Willham joined our branch team in June of 2022. Robyn and her husband, Jeff, reside in Mount Pleasant with their children, Grant and Lauryn. Before working at Edward Jones, Robyn had worked in the field of education for 20 years. Her experience with teaching in the classroom revealed a love for building relationships with people and she has carried that passion into her work with our clients at Edward Jones.
Marianne Klein joined our branch team in December of 2020. Marianne and her husband, Jared, also reside in Mount Pleasant with their children, JT and Emmy. Prior to working at Edward Jones, Marianne worked in higher education for nine years. She enjoys connecting with clients, enriching relationships and improving upon our clients' experience with Edward Jones.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Coaching Sports
- Personal Fitness
- Spending Time with Family
Phone NumberDave George at (319) 385-1216
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