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

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

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