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

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

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

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

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

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