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

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

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

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