John is a Senior Wealth Manager with SVA Plumb Wealth Management, LLC. and a Senior Trust Officer for SVA Plumb Trust Company, LLC.
John has over thirty-seven years of experience in the financial services industry with over thirty years focused on trust and asset management services for individual and business clients.
He works closely with clients during each phase of the financial and estate planning process. He helps clients set goals and identify resources available to meet their goals. He then creates a plan to structure the resources to achieve those goals.
- University of Wisconsin - Eau Claire - Bachelor of Business Administration
- Cannon Financial Institute - Trust I, II, and III
- Cannon Personal Trust School
- Wisconsin Bankers Association (WBA)
- Trust Selection Board of Directors
- Walworth County Estate Planning Council