News from SVA Plumb Financial

SVA Plumb Trust Company’s Brienen Earns CTFA Certification

By SVA | 3/31/2017

SVA Plumb Trust Company professional Andrew Brienen has earned the Certified Trust and Financial Advisor (CTFA) certification from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. The CTFA exam measures the competency of expertise in five knowledge areas: fiduciary & trust activities, financial planning, tax law & planning, investment management, and ethics.

Andrew is a Trust Officer for SVA Plumb Trust Company, LLC. Andrew has more than a decade of experience in fiduciary, estate and gift taxation, as well as estate and trust administration. He has specialized experience in estate and gift tax regulations governing trust and estate accounting and tax compliance. He assists his clients in preparing estate, gift, individual income and fiduciary income tax returns. In his role as a trust officer, he works with a broad range of clients helping to meet their financial needs regarding trusts.

About SVA Plumb Financial

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.