Dave George

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 2000 and with Edward Jones since October 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 me, my branch office administrator and 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 the community by volunteering for Mt. Pleasant Boys Baseball Association, Kiwanis Club, Chamber of Commerce and the Parent Teacher Association.