Issue link: http://read.dmtmag.com/i/54008
Financial Services Special Advertising Section Th e Leadership Team of SVA Plumb Financial At SVA Plumb Financial, we believe quality service, dedication and experience are the keys to maintaining long-term client relationships. When it comes to their finances, we strive to find ways to make our clients lives simple. They enjoy personal access to our investment and trust advisory professionals who oversee their portfolios. Ask us how we can help you reach your goals. FRONT ROW Maureen Hansen, CLU Senior Wealth Manager SVA Plumb Wealth Management* Maureen specializes in asset management, divorce consulting, company sponsored retirement plans and retirement planning. Kathryn Norton, J.D President SVA Plumb Trust Company Kathryn specializes in the administration of high net-worth trust relations, oversees the settlement of complex estates and assists clients with estate planning concerns. Melody Rute Principal SVA Plumb Retirement Plan Services Melody is an expert in the administration of company sponsored retirement plans especially those requiring annual compliance testing and tax reporting. BACK ROW Molly McCarragher, J.D. Vice President/Trust Offi cer SVA Plumb Trust Company Molly works with clients to identify their estate planning objectives, and establish priorities regarding their wealth and its transfer to the next generation. Teresa Brooks, MBA Trust Investment Offi cer SVA Plumb Trust Company Teresa assists in monitoring client portfolios to ensure investments comply with policy guidelines. She also assists with investment strategy. Debbie Oswald Senior Wealth Manager SVA Plumb Wealth Management* Debbie works with affluent clients to coordinate financial, tax and legal resources to provide comprehensive financial plans. Katharine Blumenthal, J.D. Trust Compliance Offi cer SVA Plumb Trust Company Katharine oversees and implements compliance in areas including trust and estate administration and trust company management. 888.856.8801 | www.svaplumb.com | Madison | Milwaukee | Appleton | Rockford *Registered Investment Adviser January 2012 SVA Brava Ad Jan 2012.indd 1 bravamagazine.com 31 12/16/2011 4:23:59 PM