SVA PLUMB FINANCIAL PROFESSIONALS



Erin is a Financial Consultant with SVA Plumb Wealth Management, LLC.

Erin provides comprehensive financial planning and investment management that helps her clients reach their goals. Erin’s motto is clients come first and she views each of her clients as long-term partners as she helps them plan their financial future. She believes trust is the key to a successful long-term financial advisory relationship and that the best financial advice puts the client’s interest first when building a plan that meets their goals.

Erin works with individuals and families, providing them investment consulting and comprehensive financial planning including education, retirement and estate planning. She works diligently to understand the communication preferences of her clients to develop a consistent personalized communication schedule.

Education

  • University of Wisconsin - Milwaukee - Bachelor of Fine Arts, Magna Cum Laude

Civic/Community Involvement

  • Capital City Theatre-Board President
  • United Performing Arts Fund -(UPAF)Next Generation Council Member
  • Milwaukee Chamber Theatre - Board Member

Personal

Erin is the Board President of Capital City Theatre and a Next Generation Council Member of United Performing Arts Fund (UPAF). She is also a Board Member of Milwaukee Chamber Theatre. Erin is an Investment Adviser Representative.