SVA PLUMB PROFESSIONALS



Donna Baker

Chief Administrative Officer

phone (608) 826-2744
email Madison Office

AREAS OF EXPERTISE

  • Account Reconciliation
  • Process Improvement
  • Education

Donna is the Chief Administrative Officer for SVA Plumb Wealth Management, LLC and SVA Plumb Trust Company, LLC. She oversees daily operations which include statement production, account reconciliation, process improvement, and implementation of technology solutions. Donna has worked in the investment industry since 2004.

Prior to joining SVA Plumb Financial, Donna worked in public accounting as an auditor for KPMG LLP for nine years, and then served as chief financial officer for several companies.

Education

  • University of Wisconsin - Whitewater - Bachelor of Business Administration