SVA PLUMB FINANCIAL PROFESSIONALS



Debbie is a Principal with SVA Plumb Wealth Management, LLC. With more than twenty-five years experience in investment management, consulting, trust services, retirement plans, and financial planning, Debbie assists affluent clients with establishing wealth management strategies to achieve their financial goals.

Debbie proactively coordinates tax and legal resources as appropriate to provide comprehensive planning for her clients.

Debbie leads our financial services team for the medical and dental community. She works closely with physician, dental and university clients. Debbie had developed expertise in the varied opportunities and financial strategies for high income earners and keeps abreast of changes within our local healthcare market. She also works with foundations and endowments to establish investment strategies and develop investment policies.

Education

  • University of Illinois - Bachelor of Science - Business Administration

Speaking Experience

  • Physician Groups - Tax and Investment Planning
  • Association of Fundraising Professionals
  • Madison Junior Woman's Club
  • Employee Benefit National Conference
  • NBC15 Money Minute

Publications

  • Wisconsin Medical Journal
  • Wisconsin Woman
  • Brava Magazine

Professional Memberships/Affiliations/Activities

  • Financial Planning Association - Member
  • CFA Society of Madison - Member
  • Madison Benefit Council - Member

Civic/Community Involvement

  • Asbury United Methodist Church - Endowment Committee
  • Madison Junior Woman’s Club - Past President/Director
  • Wisconsin High School Alpine Race Association
  • Middleton High School Booster Board

Personal

Debbie treasures time with her husband and family. They enjoy golf, boating, and alpine skiing together. She also enjoys biking and taking in the many community offerings in Madison from the Farmer’s Market and the Concerts on the Square to the performance offerings at the Overture Center for the Arts.

Debbie is a Principal with SVA Plumb Wealth Management, LLC. With more than twenty-five years experience in investment management, consulting, trust services, retirement plans, and financial planning, Debbie assists affluent clients with establishing wealth management strategies to achieve their financial goals. Debbie leads our financial services team for the medical and dental community. She works closely with physician, dental and university clients. Debbie had developed expertise in the varied opportunities and financial strategies for high income earners and keeps abreast of changes within our local healthcare market. She also works with foundations and endowments to establish investment strategies and develop investment policies.

The following is a partial List of the topics Debbie covers:

  • The Importance of a Physician's Financial Check-up
  • Maximizing Your Retirement Strategies
  • Investing Beyond the Basics

Debbie has spoken to audiences at:

  • The Association of Fundraising Professionals
  • The Employee Benefit National Conference
  • SVA Plumb Financial Annual Investment Forum
  • SVA Savvy Women Investment Series
  • Meriter Foundation
  • Dean Foundation
  • SVA educational seminars
  • NBC15 Money Minute
  • Medical practices
  • Community fundraising events