SVA PLUMB PROFESSIONALS



Brett is a Wealth Manager for SVA Plumb Wealth Management, LLC.

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. It is a role of educating educators, and equipping them with the knowledge necessary to make informed and educated decisions.

As a Certified Financial Planner® and a member of the Wisconsin Bar Association, Brett offers customized solutions to complex issues for clients and their families. Some of his particular areas of expertise include: estate planning, funding and withdrawing from retirement plans and IRAs, taking full advantage of retirement benefits, and maximizing Social Security benefits.

Education

  • University of Wisconsin - Madison School of Law - Juris Doctor
  • Michigan State University - Bachelor of Science

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Professional Recognition/Awards

  • State Bar of Wisconsin
  • Financial Planners Association

Civic/Community Involvement

  • REAP Food Group - Member

Personal

Brett lives in Middleton with his wife Debbie and son Will. He enjoys watching his son play soccer as well as reading, playing board games with family and friends, attending Badger Basketball games, and almost anything to do with food. Many evenings will find him preparing a meal for his family, tending his herb garden, or roasting his own coffee beans.

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