SVA PLUMB FINANCIAL PROFESSIONALS



Maureen is a Principal with SVA Plumb Wealth Management, LLC. Working closely with clients, Maureen focuses on building long-term relationships based on trust and understanding.

With over 30 years of financial experience, Maureen specializes in three primary areas of practice including asset management, divorce consulting and retirement planning.

Maureen provides ongoing, comprehensive wealth management strategies and financial guidance for individuals while delivering personalized service. She develops strategies to preserve assets, plan for retirement, and fund education. She also develops strategies surrounding working with estate planning needs and managing risks.

Serving clients’ needs and providing objective advice are top priorities. Maureen provides financial solutions that encourage independence and freedom for women in transition. Whether she prepares a customized plan, develops a personalized budget, manages investments, or collaborates with other trusted advisers, she wants her clients to succeed and feel empowered in the process.

Maureen also specializes in company sponsored retirement plans. She works with plan design, investment allocation and employee education. Maureen is a five-year recipient of the Five Star Wealth Managers award. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.

Education

  • University of Wisconsin - Stevens Point - Bachelor of Business Administration

Credentials

  • Chartered Life Underwriter (CLU®)

Publications

  • Wisconsin Medical Journal

Professional Memberships/Affiliations/Activities

  • Financial Planning Association (FPA)

Civic/Community Involvement

  • Mequon Robotics Club - Treasurer
  • TEMPO - Milwaukee
  • Irishfest Volunteer

Personal

Maureen lives in Mequon with her husband and their two children. In her free time, she likes to travel, hike, kayak and hit the water to fish.