SVA PLUMB FINANCIAL PROFESSIONALS



Michael Tomaw

Wealth Relationship Manager

phone (608) 826-2396
email Madison Office

Mike is a Wealth Relationship Manager for SVA Plumb Wealth Management, LLC. He has been providing comprehensive financial planning and asset management advice to clients for twelve years. He has been in the financial service industry for more than twenty years.

In his role he consults with university professionals regarding their unique financial planning needs. He believes that good financial planning begins with a thorough investigation of the client’s situation and that planning is more successful when a comprehensive analytical approach is employed. A comprehensive plan should include a client’s investment portfolio, retirement, insurance and estate objectives.

In working closely with university professionals, Mike has spoken to numerous professorial groups at over twenty major universities nationwide. His topics have ranged from obstacles professors face at retirement to their unique estate planning challenges. Mike’s financial expertise and background in trust make him well qualified to work with today’s busy university professional.

Education

  • University of Wisconsin-Platteville - Bachelor of Business Administration - Emphasis in Finance


Personal

When he is not at the office he enjoys spending time with his teenage daughters. He is the manager for one of their athletic teams and travels around the Midwest with them to numerous events and tournaments. In his free time he enjoys hiking at Devils Lake State Park near his home in Baraboo, WI with his family.

Mike is a Wealth Relationship Manager for SVA Plumb Wealth Management, LLC. He has been providing comprehensive financial planning and asset management advice to clients for twelve years. He has been in the financial service industry for more than twenty years. In his role he consults with university professionals regarding their unique financial planning needs. He believes that good financial planning begins with a thorough investigation of the client’s situation and that planning is more successful when a comprehensive analytical approach is employed. A comprehensive plan should include a client’s investment portfolio, retirement, insurance and estate objectives.

The following is a partial list of the topics Michael covers:

  • Retirement Planning For University Professionals
  • Estate Planning For University Professionals
  • Investment Planning For University Professionals
  • Obstacles of Financial Planning Unique to the University Professional
  • Comprehensive Planning and Coordination of University Benefits
  • Protecting Your Identity: Top Cybersecurity Threats

Michael has spoken to audiences at:

  • University of Wisconsin-Madison
  • University of Minnesota
  • University of Northern Iowa
  • Iowa State University
  • University of Michigan
  • Michigan State University
  • University of Cincinnati
  • University of North Carolina-Chapel Hill
  • Duke University
  • SVA educational events