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50 YEARS OF SERVING PEOPLE BETTER

Honoring Our Past, Shaping Our Future

HONORING OUR PAST

For half a century, SVA Professional Services has been the backbone of success for countless businesses and individuals spanning the Midwest and beyond. Take a moment to journey with us, from our humble origins to becoming the preferred professional services firm for a diverse range of clients.

GUIDING OUR PATH

A brief exploration of the visionary leaders who have shaped and propelled SVA through its rich 50-year history.

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Terry Von Haden

Founding Partner

1974 - 2014

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John Suby

Founding Partner

1974 - 2009

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Jack Cotton

CEO

1999 - 2013

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Carl Schultz

CEO

2013 - 2019

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John Baltes

CEO

2019 - 2021

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Matt Vanderloo

CEO

2021 - Present

FROM FOUNDING TO FUTURE

Trace the pivotal moments and transformative milestones that have defined SVA’s remarkable journey over the past 50 years.

1974

  • Suby, Von Haden & Associates, S.C., Certified Public Accountants, founded in Madison, WI on Whitney Way, to provide accounting, tax, and business consulting services.

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1987

  • SVA Wealth Management, Inc., Registered Investment Adviser, created to provide wealth management, investment consulting and asset management services.
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1990

  • Gaarder Miller Madison integrated into SVA
  • Howard Anunson, CPA joins SVA

1991

  • Diversified Services of Wisconsin, Inc. established to perform medical billing services and dental health maintenance organization (HMO) administration.
  • SVA headquarters relocated to newly constructed John Q Hammons office in the Middleton business park

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1995

  • Gaarder Miller Milwaukee integrated into SVA
  • Brookfield office location established
  • Information Technology Consulting Services added to DSW services

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1997

  • Joel Nettesheim, CPA joins SVA

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2000

  • SVA Financial Services, LLC created to assist clients in analyzing existing and future insurance needs
  • Norm Roller, CPA & Greg Kscinski, CPA join SVA
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2002

  • SVA Franchise Services, LLC established to assist franchiser/franchisee operations
  • PCSI (Professional Computer Services, Inc.) integrated into SVA

2003

  • SVA Healthcare Services, LLC created to provide medical billing and dental HMO administration formerly performed by Diversified Services of Wisconsin, Inc.
  • SVA Consulting, LLC created to provide information technology consulting services formerly provided by Diversified Services of Wisconsin, Inc.

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2004

  • SVA Retirement Services, LLC established to perform recordkeeping services for retirement plans
  • Donald Bailey, CPA joins SVA

2005

  • Theran Welsh, CPA joins SVA

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2006

  • E.G. Schramka, CPA, JD, ABV, PFS, CIRM joins SVA
  • SVA MedCode Specialists, LLC created to provide certified medical coding services

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2007

  • Ed Terry, CPA joins SVA

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2008

  • SVA Trust Company, LLC founded to provide professional administration of trusts and estates
  • SVA Staffing Solutions, LLC created to provide retained executive search and recruiting services

2011

  • SVA Plumb Financial, LLC established to provide a full spectrum of financial services. Entities include SVA Plumb Wealth Management, LLC, SVA Plumb Trust Company, LLC, and Wisconsin Capital Management, LLC.

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2014

  • Kossler & Company, SC integrated into SVA
  • William Merrick, CPA joins SVA

2017

  • SVA Bio-Ops brand is launched. The acquisition of the Bio-Ops brand from Al Swarts led to the introduction of SVA Bio-Ops, dedicated to supporting the commercialization of businesses within the life science industry.

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2018

  • SVA earns designation as a Great Place to Work for the first time

2019

  • 31 Fundamentals culture program implemented
  • SVA earns Great Place to Work designation for the second consecutive year
  • Saint Louis Park, MN office location opened
  • Rebrand to SVA Financial Group, formerly SVA Plumb Financial
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2020

  • SVA earns Great Place to Work designation for the third consecutive year

2021

  • Rebrand to SVA Life Sciences, formerly SVA Bio-Ops
  • SVA earns Great Place to Work designation for the fourth consecutive year

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2022

  • Colorado Springs, CO office location opened
  • SVA earns Great Place to Work designation for the fifth consecutive year

2023

  • SVA earns Great Place to Work designation for the sixth consecutive year
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2024

  • 50 years of serving people better
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SVA LOGO EVOLUTION

Trace the visual journey of our company’s growth and progress through the changing phases of our logos.

1974 - 1996
1996 - 2009
2009 - Present

SHAPING OUR FUTURE

Our journey over the last 50 years has instilled us with wisdom, resilience, and adaptability, but our vision for the future is what truly invigorates us. From the fundamentals that define our ethos to our unwavering commitment to community and excellence, our aspirations go beyond serving. Hear firsthand from those who've walked alongside us, and discover how we're meticulously crafting the future, ensuring that the next half-century is as transformative as the last.

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SERVE PEOPLE BETTER

We are focused on the core of what makes us SVA: Serve People Better. These three words identify how we work with our clients, our partners, and each other. It is who we are and what drives our success.

31 FUNDAMENTALS

At SVA, our 31 Fundamentals shape our unique culture and guide our daily actions. "Serve People Better" is at our core, but these principles go beyond, influencing how we connect with clients, partners, and each other. They embody SVA's essence, fueling our continual growth and success.

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RECOGNIZING EXELLENCE

As we embrace the present and pave the way for the future, SVA continues to earn recognition for our unwavering commitment to excellence.

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SVA IN THE COMMUNITY

SVA takes pride in the communities in which our clients, business colleagues and our professionals work and play. We support our communities by giving back in a variety of ways: volunteering both our time and expertise, fulfilling board of director roles, supporting fundraising efforts of local philanthropic organizations, and providing leadership in a variety of organizations designed to improve our lives within our communities. Explore the numerous organizations we've passionately supported over the years below.

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Measurable Results.®

Our clients are at the center of everything we do. Through their experiences, we’re reminded of the significance of our work and the Measurable Results® we bring to their businesses. Explore firsthand accounts from clients who have entrusted us with their financial and consulting needs. These testimonials reflect the real-world impact of our dedicated services and the trusted partnerships we’ve built over 50 years.

J. Henry & Sons

From farming to fine spirits, J. Henry & Sons’ journey thrived with SVA’s tax, estate, and succession planning expertise. Guiding them through complexities, including COVID-19 challenges and generational transitions, SVA’s partnership fueled success.

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Exact Sciences

Starting as a medical device startup, Exact Sciences turned to SVA Consulting. In just 19 months, they soared from a team of 36 to over 700, driving their breakthrough colorectal cancer screening test, Cologuard, from development to international markets. Delve into the details of this transformative journey.

Magellan Promotions

Magellan Promotions, a stalwart in the promotional products industry, embarked on a transformative journey with SVA. From strategic acquisitions and tax planning to innovative advisory boards and long-term planning, SVA’s consultative expertise has been a driving force behind Magellan’s strategic evolution. Delve into the partnership that empowered Magellan’s growth and vision.

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Frank Productions

A beacon in the live entertainment industry, Frank Productions’ legacy spans generations. Partnering with SVA, they undertook a transformative journey from legacy systems to cutting-edge financial technology. Witness the results: streamlined operations, enhanced transparency, and empowered growth.

CONNECT WITH US

As we commemorate our 50-year milestone, we invite you to join the celebration by reaching out. Whether you have inquiries, well-wishes, or a desire to learn more about our journey and services, we’d love to hear from you. Your connection is a testament to the partnerships that have fueled our success, and we look forward to many more years of serving people better. Fill out the form below to get in touch and be a part of our ongoing story.

Our Locations

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Madison, WI

1221 John Q Hammons Drive

Suite 100

Madison, WI 53717

(608) 831-8181

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Milwaukee, WI

18650 W. Corporate Drive

Suite 200

Brookfield, WI 53045

(262) 641-6888

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St. Louis Park, MN

1600 Utica Ave S

9th Floor

St. Louis Park, MN 55416

(800) 366-9091

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Colorado Springs, CO

1880 Office Club Pointe

Suite 128

Colorado Springs, CO 80920

(719) 413-5551

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Scottsdale, AZ

7135 E. Camelback Road

230

Scottsdale, AZ 85251

(800) 366-9091

Phone Icon (888) 574-4782