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