News from SVA Plumb Financial
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SVA’s Herritz and Brooks Present Communicating With Data

By SVA | 3/20/2018

SVA Consulting’s Jenny Herritz and SVA Plumb Financial’s Teresa Brooks, MBA, CFP® present an educational seminar on April 3, 2018 for the Fitchburg Chamber of Commerce.  The presentation, Communicating with Data, dives into effective ways to communicate, using data and other techniques to drive the point home.  Attendees will walk away with practical and actionable tips for more effective communication.  

Jenny is a Principal with SVA Consulting, LLC, a member of the SVA family of companies. In her role, Jenny focuses on helping companies use technology to gain more value from their information. With over a decade of consulting experience, Jenny has the ability to understand the organizational objectives companies are trying to meet and then apply technology to address those needs.

Teresa is a Wealth Manager with SVA Plumb Wealth Management, LLC and a Trust Officer 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.  Her specialties include trust and investments, portfolio allocation, fixed income investing and education savings.

To register for this event, visit http://www.fitchburgchamber.com/event/business-nine-bb9-5/?instance_id=3359.

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.