SVA SPEAKER SOURCE

Experts in Accounting, Technology and Financial Speaking

WE HAVE A SPEAKER FOR YOU!

If you are looking for highly qualified speakers for your next meeting, webinar, educational roundtable or expo, SVA has assembled an exceptional group of subject matter experts to address your needs. These are business professionals with established public speaking experience in a broad range of industries and niche areas.


CONTACT INFORMATION

For more information please contact: Bonnie Bailey - baileyb@sva.com - 608-826-2378

JOHN BALTES / President and Principal

JOHN BALTES

John is the founding and managing Principal of SVA Consulting, LLC., a member of the SVA family of companies. With over 20 years of consulting experience, John has worked with organizations to understand their unique needs and determine the most appropriate automated solution to fit their business requirements.

The following is a partial list of the topics John covers:

  • How to Create an IT Strategy or Components of an IT Strategy
  • Making Smart Technology Decisions Without Having to Understand the Technology
  • Business Intelligence – Executive Education

John has spoken to audiences at:

  • Connect Information Technology Conference 
  • Convergence – a national, Microsoft led conference
  • Wisconsin Assisted Living Association Annual Conference
  • Several local Chamber of Commerce events
  • Dozens of educational webinars and seminars
  • Numerous technology-based conferences and expos
  • Guest lecturer at UW-Stout

Bryan Bechtoldt / Chief Technology Officer/Principal

Bryan Bechtoldt

Bryan is the Chief Technology Officer and Principal with SVA Consulting, LLC., a member of the SVA family of companies. In his role, Bryan works on developing SVA products that deliver high business value to our clients. He continually looks at the technology horizon, analyzes the new technology directions and then positions, as well as, advises on how to best leverage this rapidly changing landscape to drive maximum business impact.

The following is a partial list of the topics Bryan covers:

  • Building Your Compliance Management Structure
  • Excuse Me, I Think Your Culture is Showing: The Important Role of Organizational Culture in Business Relationships
  • Embracing Practical Change to Accelerate Growth
  • Current State of IT Infrastructure
  • Business Intelligence Strategies
  • Strategic IT Road Mapping
  • Unified Communications And Social Media
  • Demystification of The Cloud
  • Managing Organizational Change in the Wake of Disruptive Technologies
  • Bridging IT and the Business to Gain Market Advantages

Bryan has spoken to audiences at:

  • Fusion CEO-CIO Symposium - Madison, WI
  • Microsoft CIO Business Summit - Redmond, WA
  • Cloud Trans4mation Executive Event - Phoenix, AZ
  • SVA Leadership Symposium

Douglas Berry - CPA / Principal-in-Charge Assurance Services

Douglas Berry

Douglas is the Principal-in-Charge of our Assurance Services Group and member of our professional accounting staff in the Real Estate Consulting Group. He is a member of the Governmental Audit Quality Center of the American Institute of Certified Public Accountants and serves as our firm’s Designated Audit Quality Principal.

The following is a partial list of the topics Douglas covers:

  • Accounting, Tax and Governance For Nonprofits
  • Make The Most Of Affordable Housing And Low-Income Housing Tax Credits
  • Risk Management And Fraud Prevention Through Internal Controls

Douglas has spoken to audiences at:

  • A Home For Everyone Conference
  • Connect Information Technology Conference
  • National Business Institute (NBI) Seminar
  • University of Wisconsin – Madison
  • University of Wisconsin – Whitewater
  • SVA Leadership Symposium
  • SVA Nonprofit Business Briefings
  • SVA educational seminars and webinars

Craig Billings - CPA, ABV, CFF, ASA / Valuation Analyst

Craig Billings

Craig is a Valuation Analyst at SVA Certified Public Accountants, S.C. and leads the valuation practice in the firm’s Madison office. He is responsible for the performance and oversight of engagements in litigation and consulting matters involving valuation, damages, tax and financial issues and has valued numerous businesses in a variety of industries that span the economic spectrum.

The following is a partial list of the topics Craig covers:

  • The Why and How of Business Valuations
  • Understanding Intellectual Property Valuation
  • Make the Most of Intangible Asset Valuation
  • Understanding Economic Damages
  • Financial Analysis and Valuations Go Hand-in-Hand
  • How Can Forensic Accounting Help You

Craig has spoken to audiences at:

  • American Society of Appraisers (ASA) – Wisconsin Chapter
  • Dane County Bar Association
  • Milwaukee Bar Association
  • National Business Institute (NBI)
  • Various law firms
  • Various trade associations

Teresa Brooks - MBA, CFP® / Portfolio Manager

Teresa Brooks

Teresa is a Portfolio Manager for SVA Plumb Trust Company, LLC. She works with clients to determine their financial needs and helps coordinate their investments with their plans to accomplish their personal objectives. Teresa assists in monitoring client portfolios to ensure that the investments comply with client investment policy guidelines and our company requirements. She also participates in the firm's fixed income management strategy.

The following is a partial list of the topics Teresa covers:

  • Individual Retirement Planning - It's Never to Late to Start
  • What You Should Know About Financial Planning and Investments
  • Investment Strategies for Women
  • Understanding Socially Responsible Investment Options

Teresa has spoken to audiences at:

  • SVA Savvy Women Investment Series
  • Gilda's Club of Madison
  • Midwest Young Adult Cancer Conference
  • Families Juggling Cancer Conference
  • UW Brain Cancer Support Group

Andrew Burg - CPA / Manager

Andrew Burg

Andrew is a Manager with SVA Certified Public Accountants, S.C. working in Real Estate and Nonprofit Services. Andrew services clients out of our Fox Cities office located in Appleton, Wisconsin. In his role, Andrew consults with owners, developers, and investors on proposed developments including transaction structuring, income tax and due diligence issues and exit strategies. Andrew’s experience with the Low-Income Housing Tax Credit, Certified Historic Structure Tax Credit (both federal and state), and the New Markets Tax Credit allows him to assist clients with preparing forecasted financial statements used in offering documents to investors, as well as dealing with the complex compliance and regulatory issues that arise with owners of properties receiving those credits

The following is a partial list of the topics Andrew covers:

  • Make the Most of Affordable Housing and Low-Income Housing Tax Credits
  • What to Expect From Your Audit
  • Auditing Standards and How They Impact Your Audit

Andrew has spoken to audiences at:

  • SVA educational seminars and webinars

Justin Chesbrough - CPA, MST / Senior Manager

Justin Chesbrough

Justin is a Senior Manager and member of the Healthcare Industry Group at SVA Certified Public Accounts, S.C. He works with healthcare practices on entity formation, financial statement presentation, benchmarking, employee structure and benefits, overhead control and tax planning. Justin also has experience with compensation formula development and implementation.

The following is a partial list of the topics Justin covers:

  • Reimbursable Business Expenses - What You Can and Cannot Deduct
  • Medical Industry Sales and Use Tax Issues
  • Tax Implications and Planning for Social Security Benefits
  • What You Should Know About This Year's Tax Law Updates
  • Veterinary Practice Transitions - Buying and Selling a Practice

Justin has spoken to audiences at:

  • The Association of Wisconsin Surgery Centers (WISCA)
  • Healthcare Administrators
  • University of Wisconsin – Milwaukee
  • Healthcare professional groups in Wisconsin
  • SVA educational seminars

 

Brett Christensen - JD, CFP® / Wealth Manager

Brett Christensen

Brett’s client centric approach to planning focuses on education, advocacy, and coordination of the goals individuals have for themselves and their family. This holistic approach considers investment, retirement, estate, tax, education, and insurance objectives in shaping a financial plan tailored to the needs of the client. Brett has worked extensively on an individual basis with university professionals. This group includes Professors, Deans, and Provosts at campuses across the United States. He is experienced in the unique planning challenges and opportunities that their benefit programs present.

The following is a partial list of the topics Brett covers:

  • Retirement Planning For University Professionals
  • Estate Planning For University Professionals
  • Investment Planning For University Professionals
  • Obstacles on Financial Planning Unique to the University Professional
  • Coordination of University Benefits With Comprehensive Planning

Brett has spoken to audiences at:

  • University of Wisconsin-Madison
  • University of Minnesota
  • University of Northern Iowa
  • Iowa State University
  • University of Michigan
  • Michigan State University
  • University of Cincinnati
  • University of North Carolina-Chapel Hill
  • Duke University

Nathan Cowen - AAMS® / Wealth Manager

Nathan Cowen

Nathan is a Wealth Manager with SVA Plumb Wealth Management, LLC. With more than 22 years of experience in the financial services industry, Nathan provides comprehensive financial planning and investment management to both individuals and businesses. In his role as a wealth manager, Nathan assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to achieve those goals.

The following is a partial list of the topics Nathan covers:

  • Financial Planning Basics
  • It's Never too Late For Retirement Planning
  • Planning For Your Child's Education Fund
  • Estate Planning and Trust Services
  • A Look at the Current Market Trends
  • Investment Planning and Selection
  • Protecting Your Identity: Top Cybersecurity Threats

Nathan has spoken to audiences at:

  • Charles Schwab educational and client appreciation events
  • SVA educational seminars
  • SVA Plumb Financial Annual Investment Forum

Clint Crigger / Risk Management and GRC Practice Manager

Clint Crigger

Clint is the Risk Management, Governance and Regulatory Compliance (GRC) Practice Manager for SVA Consulting, LLC., a member of the SVA family of companies. With over 30 years of experience, Clint is a recognized leader in the field of Information Security, Risk Management and Regulatory Compliance. He has a record of unceasing accomplishment as a senior advisor and consultant on issues of security, education, cybercrime, risk management and computing policy. His clients have been from a diverse group of organizations including health care, financial services, government agencies, manufacturing, non-profit, law enforcement and academic institutions.

The following is a partial list of the topics Clint covers:

  • Create and Strengthen Organizational Risk/Vulnerability Management
  • Securing the Cloud in the 21st Century
  • 21st Century Approaches to Risk Management and Cyber Threat Defense
  • Executive Guide to Governance, Cyber Risk and Compliance
  • Establishing a Culture of Compliance
  • White Hat Hacking / Penetration Testing to Protect Your Organization
  • Protecting Your Identity: Top Cybersecurity Threats

Clint has spoken to audiences at:

  • State of Wisconsin Tech Force
  • UW E-Business Consortium
  • Numerous technology-based conferences and expos
  • Dozens of educational webinars and seminars
  • Nonprofit organization seminars
  • SVA Leadership Symposium
  • Equine Business Management Strategies

Andrew DeMarco / Strategic Consulting Practice Manager

Andrew DeMarco

Andrew is the Strategic Consulting Practice Manager for SVA Consulting, LLC, a member of the SVA family of companies. With over 20 years of business and consulting experience, Andrew has a well-honed ability to help leaders and their teams make sense of complex problems, identify solutions and drive meaningful change.

The following is a partial list of the topics Andrew covers:

  • Translating Strategy Into Performance
  • Stakeholder Alignment Improves Project Outcomes
  • Accelerating Revenue Growth With Customer Engagement Processes
  • Change Management And Business Process Improvement

Andrew has spoken to audiences at:

  • Wisconsin Technology Council
  • SVA educational events

Dan Gibson - CFP® / Principal

Dan Gibson

Dan is a Principal for SVA Plumb Wealth Management, LLC. He has provided comprehensive financial planning and asset management services for SVA clients since 1998. In his role, he consults with a broad range of clients on their investments and stays closely involved in ongoing investment research, analysis and financial plan development. He has also served on the firm's Investment Advisory Committee (IAC).

The following is a partial list of the topics Dan covers:

  • Retirement Planning for Individuals and Business Owners
  • Optimizing Your Social Security Benefits
  • Financial Planning for Physicians

Dan has spoken to audiences at:

  • Financial Planning Association of Southern Wisconsin
  • University of Wisconsin – Madison
  • Medical College of Wisconsin
  • Wisconsin Medical Society
  • NBC15 Money Minute
  • WIBA Ask the Experts Radio Program

Nicole Gralapp - CPA / Principal

Nicole Gralapp

Nicole is a Principal with Business Advisory Services at SVA Certified Public Accountants, S.C, working primarily with closely-held businesses and individual clients. Nicole performs a variety of tax, assurance and business consulting functions. She provides clients with technical expertise in areas such as tax planning, financial reporting, financial projections, budgeting, financial and estate planning and review of internal controls.

The following is a partial list of the topics Nicole covers:

  • Effective Tax Planning Happens Year-Round
  • Effective Financial Reporting
  • Internal Control Best Practices
  • Succession Planning: The Time to Start is Now
  • Understanding the Value of Personal Financial Statements

Nicole has spoken to audiences at:

  • MERGE 
  • SVA educational seminars

Jenny Herritz / Principal

Jenny Herritz

Jenny is a Principal with SVA Consulting, LLC., a member of the SVA family of companies.In her role, Jenny focuses on helping companies use technology to gain more value from their information. With over a decade of consulting experience, Jenny has the ability to understand the organizational objectives companies are trying to meet and then apply technology to address those needs.

The following is a partial list of the topics Jenny covers:

  • Using Data To Make The Right Business Decisions
  • Data/Information Management Strategy
  • Using Business Intelligence To Drive Decisions
  • Promoting Self-Management In Your Organization
  • Providing Data That Inspires Action
  • System Integrations In The 21st Century
  • Using Facts To Communicate With Confidence
  • Using Data To Drive Strategic Business Results

Jenny has spoken to audiences at:

  • Connect 2004-2007
  • North Central Group GM Summit
  • Microsoft Business Intelligence Professionals - Wisconsin Seminar
  • SVA educational seminars and webinars

Kirsten Houghton - CPA, MBA / Principal-in-Charge Nonprofit Services

Kirsten Houghton

Kirsten is a Principal and head of Nonprofit Services at SVA Certified Public Accountants, S.C. In addition to providing audit, accounting, and tax services, Kirsten also provides review, compilation, and management advisory services. Kirsten has a wealth of knowledge relating to taxation, specifically the nuances included in the revised Form 990. In addition, Kirsten has expertise in financial accounting, financial statement review and audit specific to the nonprofit sector where she works with a variety of nonprofit organizations including charitable organizations, membership and trade associations and those organizations receiving federal and state funding. 

The following is a partial list of the topics Kirsten covers:

  • What Every Nonprofit Should Know About Form 990
  • Assurance Services Required Under OMB Uniform Guidance
  • Understanding Nonprofit Board Governance
  • Internal Control Strategies For Nonprofit Organizations

Kirsten has spoken to audiences at:

  • SVA Nonprofit Business Briefings
  • University of Wisconsin – Madison
  • Wisconsin Dairy Producers
  • Association of Fundraising Professionals Chapter Meetings
  • WICPA Not-for-Profit Conference

Peter Jelacic - CFP® / Senior Wealth Manager

Peter Jelacic

Pete is a Senior Wealth Manager with SVA Plumb Wealth Management, LLC. With more than 28 years of experience in the financial industry, Pete provides comprehensive financial planning and investment management that helps his clients reach their goals. Pete works with individuals and families, providing them investment consulting and comprehensive financial planning, including educational, retirement and estate planning. Pete has also helped clients with their philanthropic requests. Pete helps businesses with their retirement plans, and counseling owners and management by offering unbiased, objective solutions. He also meets with employees of 401(k) plans, providing educational support so they can make educated decisions that will affect their retirement.

The following is a partial list of the topics Pete covers:

  • Retirement Planning Strategies For Individuals
  • Retirement Planning Strategies For Business Owners
  • Make the Most of Your Financial Planning and Investments

Pete has spoken to audiences at:

  • Business Times Investment Forum
  • Charles Schwab educational and client appreciation events
  • Corporate sponsored investment seminars

Adam Kleinmaus - CPA / Manager

Adam Kleinmaus

Adam is a Manager with SVA Certified Public Accountants, S.C. in Real Estate and Nonprofit Services. In his role, he supervises and performs audits for owners of affordable multifamily housing projects receiving Section 42 Low-Income Housing Tax Credits. Adam also supervises and performs audits for owners of projects involving other federal government agencies, including the United States Department of Housing and Urban Development (HUD) and Rural Development. He has valuable experience with the unique reporting requirements for these entities. Adam also provides tax preparation, consulting, cost certification and various agreed-upon procedures services for clients in the real estate industry.

The following is a partial list of the topics Adam covers:

  • What You Should Know About Affordable Housing and Low-Income Housing Tax Credits
  • Understanding the Audit Process
  • Making Sure You Are Compliant With Auditing Standards

Adam has spoken to audiences at:

  • SVA educational seminars

Tammy Koester Parks - JD / Senior Vice President

Tammy Koester Parks

Tammy is the Senior Vice President of SVA Plumb Trust Company, LLC. She administers trusts and other fiduciary accounts for high net worth clients and their families.  These include trusts and other individually managed accounts as well as trust services without investment management. Tammy works closely with clients to help them with their estate planning concerns and objectives.

The following is a partial list of the topics Tammy covers:

  • Estate Planning From an Ethical Perspective
  • Understanding the Role of Trustee and Personal Representative
  • Guardianship 101
  • An Overview of SRI Investing and Micro Credit
  • Estate Planning From a Trustee Perspective
  • Estate Planning Basics
  • Revocable Living Trust From Start To Finish
  • Planning For Diminished Financial Capacity

Tammy has spoken to audiences at:

  • University of Wisconsin-Madison School of Law
  • University of Wisconsin-Whitewater Business School
  • University of Wisconsin-Plato Group
  • Working Capital for Community Needs (WCCN)
  • National Business Institute (NBI) 
  • SVA Savvy Women Investment Series
  • Madison Estate Council
  • SVA Plumb Financial educational seminars

Keith Kuzera - AIF® / Wealth Manager

Keith Kuzera

Keith is a Wealth Manager with SVA Plumb Wealth Management, LLC. With more than nine years in the financial industry, Keith provides comprehensive financial planning to his clients as well as asset management, investment analysis and social security planning. He conducts educational meetings for plan participants in qualified retirement plans.

The following is a partial list of the topics Keith covers:

  • Retirement Planning For Individuals
  • Financial Planning and Investments Strategies
  • Investment Strategies for the Next Generation

Keith has spoken to audiences at:

  • Preparing the Next Generation of Investors
  • Retirement Plan educational seminars
  • SVA educational seminars

Nancy Mehlberg - CVB / Principal

Nancy Mehlberg

Nancy is a Principal with SVA Certified Public Accountants, S.C. and member of the Business Advisory Services group. She helps clients improve their company profitability and protects their interests by clearly understanding their future goals. She works closely and proactively with clients with an emphasis in business and income tax planning and financial reporting. Nancy is a Certified Value Builder™ (CVB). Her expertise with the Value Builder System™ helps businesses develop a strategy to improve the value of their company. Using SVAs Path to Financial Independence, a proven methodology to create a thriving business, Nancy works one-on-one with her clients to help them analyze their ongoing performance against key drivers.

The following is a partial list of the topics Nancy covers:

  • Is Your Financial Reporting Software Working For You
  • Making the Most of Your Financial Reporting
  • Business Tax Strategies to Maximize Your Tax Benefit
  • Building Company Value With the Value Builder System™
  • Eight Key Drivers to Build Company Value

Nancy has spoken to audiences at:

  • BizStarts Milwaukee
  • Biz Times Family And Closely Held Business Summit
  • Action Coach educational events
  • SVA educational seminars and webinars
  • Midwest Business Brokers (MBBI)

Drew Melby - CRPC®, CFP® / Associate Financial Consultant

Drew Melby

Drew is an Associate Financial Consultant with SVA Plumb Wealth Management, LLC. Drew provides in-depth financial planning for clients including retirement planning, cash flow and budget planning, and education planning. Drew has worked within the investment management industry since 2011.

The following is a partial list of the topics Drew covers:

  • Retirement Planning Made Simple
  • Retirement Readiness
  • Retirement Investing From Beginning to End
  • Preparing the Next Generation of Investors
  • Understanding Your Company Benefits
  • Saving For College – Options and Strategies
  • Protecting Your Identity - Top Cybersecurity Threats

Drew has spoken to audiences at:

  • Thermo Fisher Scientific
  • Snap-on Tools
  • CarMax
  • HONDA Manufacturing
  • The Washington Times
  • Sanofi Pharmaceuticals
  • Archdiocese Of Baltimore
  • Holland Hospital
  • Fairfax County, Virginia: Sheriff’s and Police Office, Fire and Rescue, Library, Emergency Management Team, Economic Development Authority, Circuit Court, Etc.
  • Outrigger Hotels
  • Generous Giving Conference (Atlanta, GA)
  • American Association Of Independent Investors (AAII) 
  • SVA educational seminars

Thomas Milliken - CPA, MST, PFS / Principal

Thomas Milliken

Tom is a Principal with SVA Certified Public Accountants, S.C., and a member of the Tax Services and Business Advisory Services groups. Tom provides clients with technical expertise in tax planning and strategies, executive compensation, tax aspects of business transactions and other general federal and state tax matters. He has extensive industry experience in construction, manufacturing, distribution, professional services, biotech and real estate,giving him the diverse background needed for business consulting and tax services.

The following is a partial list of the topics Tom covers:

  • Tax Planning Strategies For Individuals
  • Business Tax Planning and Strategies
  • Succession Planning - The Time to Start is Now
  • Understanding How Your Business Entity Choice Impacts Your Taxes

Tom has spoken to audiences at:

  • SVA Consulting Annual User Conference - The Need For Tax Planning
  • SVA Plumb Financial Annual Investment Forum
  • Construction Financial Management Association (CFMA) - Tax Update For Construction Contractors
  • WIBA's Ask the Experts Radio Program

Jeanne Mraz - CFP® / Wealth Manager

Jeanne Mraz

Jeanne is a Wealth Manager for SVA Plumb Wealth Management, LLC. She has over twenty years experience in the financial services industry. With a background in investments, asset management, and financial planning, Jeanne helps her clients by developing and implementing investment strategies for their retirement and other financial goals.

The following is a partial list of the topics Jeanne covers:

  • Retirement Planning For Individuals
  • Financial Planning and Investment Strategies
  • Investment Strategies For Women
  • Protecting Your Identity- Top Cybersecurity Threats

Jeanne has spoken to audiences at:

  • SVA Savvy Women Investment Series
  • SVA Tax and Investment Update
  • SVA Identity Theft Seminar
  • American Association Of Independent Investors (AAII)
  • Downtown Madison Kiwanis Club
  • SVA Plumb Financial Annual Investment Forum

Jay Neary / Associate Financial Consultant

Jay Neary

Jay is an Associate Financial Consultant with SVA Plumb Wealth Management, LLC. Jay focuses on financial planning and helping clients realize their financial goals. In an increasingly complex financial world, simplifying personal finances is one of Jay’s passions.  He is a part of a diverse team of wealth management professionals who help individuals and families accumulate, preserve and transfer their wealth.

The following is a partial list of the topics Jay covers:

  • Building a Financial Plan 101 - How to Get Started
  • Saving for Retirement - Generation XY 
  • Protecting Your Identity - Top Cybersecurity Threats

Jay has spoken to audiences at:

  • American Association of Individual Investors (AAII)
  • SVA educational seminars
  • Retirement plan education meetings
  • Equine Business Management Strategies

Joel Nettesheim - CPA, CVB, PFS / Principal

Joel Nettesheim

Joel is a principal at SVA Certified Public Accountants, S.C. and member of the Business Advisory Services group. Joel helps clients improve their company profitability and protects their interests by clearly understanding their future goals. He works closely and proactively with clients with an emphasis in business and income tax planning. This approach results in better management of their business and personal assets to help them reach their life goals. Joel is a Certified Value Builder™ (CVB). His expertise with the Value Builder System™ helps businesses develop a strategy to improve the value of their company.

The following is a partial list of the topics Joel covers:

  • How the Selection of Business Entity Impacts Your Taxes
  • Building Company Value Using The Value Builder System™
  • The Eight Key Drivers for Building Business Value
  • Business Exit Planning Strategies
  • Estate Planning - The Power of Trusts

Joel has spoken to audiences at:

  • Milwaukee Bar Association
  • Biz Times Family and Closely Held Business Summit
  • BizStarts Milwaukee
  • Succession Planning Advisors of Wisconsin
  • Business Growth Advisors
  • Diversified Insurance Seminar Series
  • Council of Small Business Executives (COSBE)
  • Sunbelt Business Bankers Seminar Series
  • Metropolitan Builders Association (MBA)
  • Brookfield Chamber of Commerce
  • Various financial institutions
  • Milwaukee Entrepreneurs and Investors Forum
  • SVA Plumb Financial Annual Investment Forum

Kathryn Norton - JD / President

Kathryn Norton

Kathryn is the President of SVA Plumb Trust Company, LLC. She specializes in the administration of high net worth trust relationships, oversees the settlement of complex estates, and assists clients with estate planning concerns. With more than thirty-five years experience as a trust officer and estate planner, Kathryn has extensive knowledge in helping clients find order in their financial lives and solutions to their estate challenges. Kathryn works with clients to identify their estate planning objectives and set priorities about their wealth and the transfer of that wealth to the next generation.

The following is a partial list of the topics Kathryn covers:

  • Understanding Basic Estate Planning
  • Trust 101 - Revocable and Irrevocable Trusts
  • Estate Settlement - The Pitfalls
  • Estate Planning - The Power of Trusts
  • Estate Planning Techniques For Retirement Benefit Overload

Kathryn has spoken to audiences at:

  • Madison College
  • Legal Association for Women
  • State Bar of Wisconsin
  • Wisconsin Trustees Association
  • Madison Estate Council 
  • SVA Savvy Women Investment Series
  • UW Graduate School of Business
  • SVA Plumb Financial Annual Investment Forum
  • SVA Executive Briefing Webinar Series 
  • Financial institution clients

Debbie Oswald / Principal

Debbie Oswald

Debbie is a Principal with SVA Plumb Wealth Management, LLC. With more than twenty-five years experience in investment management, consulting, trust services, retirement plans, and financial planning, Debbie assists affluent clients with establishing wealth management strategies to achieve their financial goals. Debbie leads our financial services team for the medical and dental community. She works closely with physician, dental and university clients. Debbie had developed expertise in the varied opportunities and financial strategies for high income earners and keeps abreast of changes within our local healthcare market. She also works with foundations and endowments to establish investment strategies and develop investment policies.

The following is a partial List of the topics Debbie covers:

  • The Importance of a Physician's Financial Check-up
  • Maximizing Your Retirement Strategies
  • Investing Beyond the Basics

Debbie has spoken to audiences at:

  • The Association of Fundraising Professionals
  • The Employee Benefit National Conference
  • SVA Plumb Financial Annual Investment Forum
  • SVA Savvy Women Investment Series
  • Meriter Foundation
  • Dean Foundation
  • SVA educational seminars
  • NBC15 Money Minute
  • Medical practices
  • Community fundraising events

Sue Peck - CFP® / Financial Consultant

Sue Peck

Sue is Financial Consultant with SVA Plumb Wealth Management, LLC. Sue provides comprehensive financial planning as well as asset management, investment analysis and social security planning. She has over 10 years of experience in the financial services industry and has been in a variety of roles within SVA Plumb Wealth Management, including a portfolio accountant in the back office area and assisting with securities trading.

The following is a partial list of the topics Sue covers:

  • Retirement Planning Strategies for Individuals
  • Financial Planning and Investment Strategies
  • Investment Strategies for Women
  • Psychology of the Emotional Aspects of Investing

Sue has spoken to audiences at:

  • SVA Savvy Women Investment Series
  • SVA educational seminars

Jacob Peters - CPA, MST / Principal

Jacob Peters

Jacob is a Principal with Business Advisory Services at SVA Certified Public Accountants, S.C. He uses his experience to provide clients with guidance and consulting in areas such as federal and state income tax planning, debt forgiveness, roth IRA conversions, energy-efficiency tax incentives, and multi-state tax compliance. His experience working with businesses in the professional services, distribution, construction, retail and real estate industries provide the ability to consult with clients in a variety of areas.

The following is a partial list of the topics Jake covers:

  • Multi-State Tax Planning Strategies
  • Multi-State Tax Compliance and Audit Resolution Strategoes
  • Multi-State Tax Strategies for Professional Service Providers
  • Energy Efficiency Tax Incentives

Jake has spoken to audiences at:

  • Wisconsin Green Building Alliance
  • Roth IRA Conversion Webinars
  • University of Wisconsin-Madison
  • University of Wisconsin-Milwaukee
  • SE2 Conference

Rene Schaefer - CPA, MST / Principal

Rene Schaefer

Rene is a Principal with SVA Certified Public Accountants, S.C., and a member of the Tax Services, Manufacturing and Distribution Services groups. With more than 20 years of experience with private and public companies, Rene has the proven expertise to help clients grow and succeed through her creative ideas and strategic planning. Whether it’s planning for growth, income, losses or an exit strategy, her focus is to make a difference for her clients.

The following is a partial list of the topics Rene covers:

  • Manufacturing Tax Incentive Strategies
  • Strategic Tax Planning For Business
  • What Are This Year's Hot Tax Topics
  • Research and Development Tax Credits (including: LIFO for Inventory, R&D Credits, and Foreign Tax Reporting)

Rene has spoken to audiences at:

  • WICPA
  • Milwaukee Bar Association
  • Multiple Chambers of Commerce
  • CEO Roundtables

Michael Tomaw / Wealth Relationship Manager

Michael Tomaw

Mike is a Wealth Relationship Manager for SVA Plumb Wealth Management, LLC. He has been providing comprehensive financial planning and asset management advice to clients for twelve years. He has been in the financial service industry for more than twenty years. In his role he consults with university professionals regarding their unique financial planning needs. He believes that good financial planning begins with a thorough investigation of the client’s situation and that planning is more successful when a comprehensive analytical approach is employed. A comprehensive plan should include a client’s investment portfolio, retirement, insurance and estate objectives.

The following is a partial list of the topics Michael covers:

  • Retirement Planning For University Professionals
  • Estate Planning For University Professionals
  • Investment Planning For University Professionals
  • Obstacles of Financial Planning Unique to the University Professional
  • Comprehensive Planning and Coordination of University Benefits
  • Protecting Your Identity: Top Cybersecurity Threats

Michael has spoken to audiences at:

  • University of Wisconsin-Madison
  • University of Minnesota
  • University of Northern Iowa
  • Iowa State University
  • University of Michigan
  • Michigan State University
  • University of Cincinnati
  • University of North Carolina-Chapel Hill
  • Duke University
  • SVA educational events

Matthew Vanderloo - CPA / Principal

Matthew Vanderloo

Matt is a Principal with SVA Certified Public Accountants, S.C. and a member of SVA’s Healthcare, Dental, and Veterinary Services groups.Matt assists individual and business clients by providing tax preparation and planning as well as consulting and financial statement preparation services. Matt specializes in providing physicians and dentists the financial support they need to grow their practices. His areas of expertise include budgeting to control costs, consulting on revenue generation, and calculating the financial impact of business decisions.

The following is a partial list of the topics Matt covers:

  • Buying and Selling Dental Practices
  • Practice Valuations - What You Need To Know
  • Improving Profitability in Your Dental Practice
  • Tax and Financial Planning For Every Stage of a Physician’s Career
  • Maximize Tax Planning for Dental Practices
  • Maximize Tax Planning for Veterinary Practices
  • Understanding Dental Membership Plans
  • Sales and Use Tax Strategies for Dental Practices
  • Improving Profitability in Your Veterinary Practice
  • Buying and Selling Veterinary Practices

Matt has spoken to audiences at:

  • Brown Door Kewanee Dental Society (Green Bay, WI)
  • 2014 Wisconsin Dental Society InSession (Milwaukee, WI)
  • University of Wisconsin – (Eau Claire, WI)
  • Hospitals and physician groups in Wisconsin
  • Law firms in Wisconsin
  • SVA educational seminars