News from SVA Plumb Financial


SVA Welcomes Jennifer Hoege as Chief Operating Officer

By SVA | 11/7/2018

SVA is proud to announce the hiring of Jennifer Hoege, MBA as its new Chief Operating Officer.   

Jennifer will lead the operational areas of SVA with an eye on process optimization and creating the ideal client experience. Her talent for rapidly, accurately and effectively assessing systems and cost-effective changes enhances both internal and external client service.

She believes identifying opportunities to strengthen employee engagement leads to a productive and engaged workplace for SVA’s employees. The goal is to recruit and retain the best and brightest employees and provide a culture that encourages learning and growth. In turn, this reflects in how SVA provides client service.

Jennifer works closely with SVA’s leadership to identify and operationalize strategic priorities. She has a deep understanding of and ability to accurately interpret complex regulatory requirements. She works closely with leadership in the operational areas to align the priorities around the goals of the organization.

“I became a COO because I really enjoy working with people, processes and technology. Those three things together really make an organization successful,” said Hoege. “What attracted me to SVA are the core values – Serve People Better. Not only in what we do but how we do it. And that’s what matters.”

“We are extremely pleased to have Jennifer as part of our management team at SVA,” stated Carl Schultz, President & CEO of SVA.  “I have tremendous confidence in Jennifer’s ability to lead SVA into the future.  Her experience and knowledge allows SVA and its affiliates to remain as the premier services provider for our clients.”



About SVA Plumb Financial

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.