SVA PLUMB FINANCIAL PROFESSIONALS



Bryan is a Wealth Manger with SVA Plumb Wealth Management, LLC.

Bryan provides comprehensive financial planning to his clients as well as asset management, investment analysis and social security planning. He conducts educational meetings for plan participants in qualified retirement plans.

Education

  • University of Wisconsin - Platteville - Bachelor of Business Administration - Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Mutual Fund Counselor (CMFC)

Professional Memberships/Affiliations/Activities

  • Financial Planning Association

Personal

Bryan is a Madison native who is married with two young children. He is an avid sports fan and loves playing/watching anything to do with sports...when the kids will let him. Bryan also enjoys spending time with family and any minute he can get on a lake or golf course.