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.
- University of Illinois - Bachelor of Science - Business Administration
- Physician Groups - Tax and Investment Planning
- Association of Fundraising Professionals
- Madison Junior Woman's Club
- Employee Benefit National Conference
- NBC15 Money Minute
- Wisconsin Medical Journal
- Wisconsin Woman
- Brava Magazine
- Financial Planning Association - Member
- CFA Society of Madison - Member
- Madison Benefit Council - Member