Kyle George

Vice President & Relationship Manager

Wealth Management

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Bio

Kyle George has been assisting families and institutional clients for nearly 15 years, equipping clients with the necessary tools to make sound financial decisions. Through a detailed approach to planning and with a strong passion for learning, Kyle is always excited to share his knowledge regarding retirement, tax and estate planning, endowment and investment policy analysis, non-profit development, and more. He prioritizes supporting clients by shouldering the burden of managing their financial life, and contributing to our communities’ prosperity through civic engagement. Kyle serves on several non-profit boards and volunteers with various organizations, including Clean Lakes Alliance, REAP Food Group, and the Madison Museum of Contemporary Art.

Education
Augustana College, B.A. – Economics and Philosophy
CERTIFIED FINANCIAL PLANNER®
Chartered Advisor in Philanthropy®

Community Involvement
REAP Food Group – Treasurer & Board Member
Madison Museum of Contemporary Art – Board Trustee
Clean Lake Alliance – Community Board Member
City of Madison – Election Official

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Witnessing the impact we make with our friends and neighbors, through service, investment, and partnership – it brings a smile to my face every time.”

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