SVA PLUMB FINANCIAL PROFESSIONALS



Tammy Koester-Parks - JD

President - SVA Plumb Trust

phone (608) 826-2658
email Madison Office

AREAS OF EXPERTISE

  • Trust Administration
  • Estate Planning
  • Legal Document Review

Tammy is the President of SVA Plumb Trust Company, LLC. She administers trusts and other fiduciary accounts for high net worth clients and their families.  These include trusts and other individually managed accounts as well as trust services without investment management. Tammy works closely with clients to help them with their estate planning concerns and objectives.

Tammy has over 25 years of experience in the areas of estate planning and trust either as a trust officer or as an attorney in private practice. She enjoys helping clients understand the complex issues and helping them find answers given their unique circumstances.

Education

  • DePaul University, College of Law, Chicago, Illinois - Juris Doctor
  • University of Illinois at Urbana-Champaign, Illinois - B.A., cum laude

Credentials

  • Illinois Law License
  • Juris Doctor (JD)

Speaking Experience

  • National Business Institute (seminars throughout Wisconsin and national webcasts)
  • MATC (Madison College)
  • Madison Estate Council
  • Plato Group (Madison, WI)

Publications

  • National Business Institute
  • Wisconsin Woman
  • Brava

Professional Memberships/Affiliations/Activities

  • State Bar of Illinois
  • Chicago Bar Association
  • Wisconsin Banker’s Association - Trust Section
  • Madison Estate Council - member and past president

Civic/Community Involvement

  • Working Capital for Community Needs (WCCN) - board member and current Vice-President
  • Friends of Chernobyl Centers, U.S. (FOCCUS)-board member

Personal

Tammy is married to Bret Parks. They have one son in high school and one daughter who attends UW-Madison. They also have a foster son, now an adult, who resides in Chicago. Tammy and Bret enjoy living in rural Wisconsin after their years living in Chicago.

Tammy’s hobbies include her love of Russian history, language and culture, traveling, reading, gardening, and, of course, spending time with family and friends.

Tammy is the President of SVA Plumb Trust Company, LLC. She administers trusts and other fiduciary accounts for high net worth clients and their families.  These include trusts and other individually managed accounts as well as trust services without investment management. Tammy works closely with clients to help them with their estate planning concerns and objectives.

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

  • Understanding the Role of Trustee and Personal Representative
    • Expectations and duties as a trustee or personal representative
    • Why a family member is not always the right choice
    • How a corporate representative can act in your best interest
  • Is Impact Investing Right For You?
    • Impact ESG has on the environment
    • How sustainability can align with performance
    • Three strategies for ESG investing
    • Estate Planning To Protect Your Family and Your Assets
  • Everyone needs a plan
    • Understanding wills and probate
    • Estate planning objectives
    • Types of trusts and which is right for you

Tammy has spoken to audiences at:

  • University of Wisconsin-Madison School of Law
  • University of Wisconsin-Whitewater Business School
  • University of Wisconsin-Plato Group
  • Working Capital for Community Needs (WCCN)
  • National Business Institute (NBI) 
  • SVA Savvy Women Investment Series
  • Madison Estate Council
  • SVA Plumb Financial educational seminars and webinars