SVA PLUMB PROFESSIONALS



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).

Dan works closely with physicians and executives. He has spoken to several medical organizations on the importance of financial planning. He also works with business owners helping them manage retirement plans, monitor investment portfolios, and plan for retirement.

Dan's expertise along with his background in international relations has enhanced his knowledge of global financial markets and their impact on today's investor.

Education

  • Edgewood College - Bachelor of Arts - International Relations

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Professional Recognition/Awards

  • In Business Magazine - “40 Under 40” (2012)

Speaking Experience

  • Financial Planning Association of Southern Wisconsin
  • University of Wisconsin - Madison
  • Medical College of Wisconsin
  • Wisconsin Medical Society
  • NBC15 Money Minute
  • WIBA Radio Program “Ask The Experts”

Publications

  • Financial Makeover - ABCNews.com
  • Wisconsin Medical Journal

Professional Memberships/Affiliations/Activities

  • Financial Planning Association (FPA)
  • Financial Planning Association of Southern Wisconsin - Board of Directors and Government Relations Director - Former

Civic/Community Involvement

  • United Way of Dane County
  • Alzheimer’s Association of Dane County - Account Executive for Annual Giving Campaign

Personal

Dan’s time away from work is spent with his wife Angela and their kids, Guyan & Sophia, enjoying the outdoor recreation that Wisconsin offers. Dan is a member of the Blackhawk Ski Club where he grew up ski jumping and represented the club in the Junior Olympics. He has also been active in the soccer community and in 2001, he coached Monona Grove High School to the final four of the Wisconsin Boys State Soccer Tournament.

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