SVA PLUMB FINANCIAL PROFESSIONALS



John is a Wealth Manager with SVA Plumb Wealth Management, LLC.

John has over thirty-five years of experience in the financial services industry with thirty years focused on trust and asset management services for individual and business clients.

He works closely with clients during each phase of the financial and estate planning process. He helps clients set goals and identify resources available to meet their goals. He then creates a plan to structure the resources to achieve those goals.

Education

  • University of Wisconsin - Eau Claire - Bachelor of Business Administration
  • Cannon Financial Institute - Trust I, II, and III
  • Cannon Personal Trust School

Professional Memberships/Affiliations/Activities

  • Wisconsin Bankers Association (WBA)
  • Trust Selection Board of Directors
  • Walworth County Estate Planning Council

Civic/Community Involvement

John in an active member of St. Mary’s Church in Burlington and serves as President of the Aurora Hospital of Burlington Community Foundation and numerous other non-profit foundation and endowment board assignments.

Personal

John resides in Brookfield with his wife and has three adult children. He enjoys golfing, sporting events, travel and spending time with family and friends.