Retirement Planning for Individuals

Office Locations

Madison, WI
1221 John Q Hammons Dr.
Madison, WI 53717

Milwaukee, WI
18650 W. Corporate Dr.
Suite 200
Brookfield, WI 53045

Appleton, WI
4321 W. College Ave.
Suite 300
Appleton, WI 54914

Rockford, IL
6952 Rote Rd.
Suite 400
Rockford, IL 61107

(888) 856-8801

Retirement Plans > Retirement Planning for Individuals > Retirement Planning Professionals

Retirement Planning Professionals

Leonard Barry, MS, CFP®

Wealth Manager
SVA Plumb Wealth Management

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Ken S. Cavalluzzo, PhD

Principal
SVA Plumb Wealth Management

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Sean Cote, AIF

Wealth Manager
SVA Plumb Wealth Management

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Neil R. Dinndorf, CFP®

Financial Consultant
SVA Plumb Wealth Management, LLC

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Dan G. Gibson, CFP

Senior Wealth Manager
SVA Plumb Wealth Management

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Maureen Hansen, CLU

Senior Wealth Manager
SVA Plumb Wealth Management

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Peter C. Jelacic, CFP

Wealth Manager
SVA Plumb Wealth Management

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Michael Kerrigan

Wealth Manager
SVA Plumb Wealth Management

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Kurt Krumholz, CFP®

Principal
SVA Plumb Wealth Management

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Keith Kuzera

Associate Financial Consultant
SVA Plumb Wealth Management, LLC

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Timothy R. O'Brien, MBA, CFA

Director of Research/Portfolio Manager
SVA Plumb Wealth Management

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Debra L. Oswald

Senior Wealth Manager
SVA Plumb Wealth Management

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Nathan M. Plumb, MBA, CTFA

Financial Consultant
SVA Plumb Wealth Management

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Thomas G. Plumb, CFA

President
SVA Plumb Wealth Management

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Brian H. Reamer, CFP, CFS, CRS

Principal
SVA Plumb Wealth Management

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Bryan Schumacher

Associate Financial Consultant
SVA Plumb Wealth Management, LLC

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Christopher P. Thomas

Wealth Manager
SVA Plumb Wealth Management

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