SVA PLUMB FINANCIAL 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
  • Madison Estate Council  - Past Board of Directors and Past President

Civic/Community Involvement

  • United Way of Dane County
  • Middleton High School Soccer Booster Club Board Member
  • United Way of Dane County Key Club Member & Former Rosenberry Society Member
  • Member of Friends of Clean Lakes: Clean Lakes Alliance
  • Second Harvest Food Bank Volunteer: Annual volunteer for holiday food drive and presented SVA corporate donation at NBC Share the Holidays Food Drive in 2017
  • UW Burn Center & Kids Burn Camp: Support of Annual Fundraiser and program for Burn Survivors
  • Rush Soccer Club & Middleton United Soccer Club Volunteer Soccer Coach
  • Edgewood College Soccer Booster Club Member
  • Blackhawk Country Club Member

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
    • Maximize Your Retirement Income Stream
    • Understanding Roth conversions and RMD
    • Charitable giving strategies
    • Tax efficient ways to take a distribution from your retirement plan
  • Key Financial Strategies for the High Income Earner
    • Leveraging taxable, tax-deferred and tax-free income
    • Benefits of Roth 401(K) and Roth IRAs
    • Tax efficient portfolio tips

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