Madison, WI,- SVA Professionals Bryan Bechtoldt, Daniel Gibson, Kirsten Houghton, Debbie Oswald, and Matt Vanderloo have recently been promoted to Principal. The SVA Board of Directors announced these new promotions effective September 1, 2014.
"We are extremely pleased to have these talented professionals as part of our management team at SVA," stated SVA President & CEO, Carl Schultz. "Their extensive experience and industry knowledge allows SVA and its affiliates to remain as the premier services provider for our clients."
Bryan is the Chief Technology Officer and Principal with SVA Consulting, LLC, an affiliate of SVA Certified Public Accountants, S.C. In his role, Bryan works with SVA's clients to help them leverage technology to achieve their organizational goals. To this process, Bryan brings a broad field of experience to the table which allows for a multi-faceted approach to the solution envisioning process and allows clients to review many approaches to accomplish their objectives.
Dan is a Principal with SVA Plumb Wealth Management, LLC. He has provided comprehensive financial planning and asset management services for SVA clients since 1998. In his role, he consults with a broad range of clients on their investments and stays closely involved in ongoing investment research, analysis and financial plan development.
Kirsten is a Principal and the head of Nonprofit Services with SVA Certified Public Accountants, S.C. Kirsten understands the issues nonprofit organizations face including revenue recognition, conflicts of interest, regulatory problems, governance challenges and the impact of fraud. She works proactively with her clients to ensure that the assurance engagement and tax filings are in compliance with the organization's by-laws, requirements of federal and state agencies and the Internal Revenue Service. Kirsten brings a depth of experience to her clients which include charitable organizations, membership and trade associations and those organizations receiving federal and state funding.
Debbie is a Principal with SVA Plumb Wealth Management, LLC. With more than 25 of experience in investment management, consulting, trust services, retirement plans, and financial planning, Debbie assists affluent clients with establishing wealth management strategies to achieve their financial goals. Debbie proactively coordinates tax and legal resources as appropriate to provide comprehensive planning for her clients.
Matt is a Principal with SVA Certified Public Accountants, S.C. and a member of SVA's Healthcare and Dental Services team. Matt specializes in providing physicians and dentists the financial support they need to grow their practices and achieve their personal financial goals. His areas of expertise include budgeting to control costs, consulting on revenue generation, improving profitability in practices through in-depth financial analysis, calculating the financial impact of business decisions, and proactive tax planning. Matt works with physicians and dentists buying and selling practices to structure the transaction to minimize the tax impact of the transaction and maximize the net cash flow.
Since our inception, we have focused on developing long-standing business relationships. As our clients businesses and personal interests have grown, we have increased our service offerings to meet their expanding needs.
Now, 40 years later, SVA and its affiliates are recognized leaders offering a wide range of professional services including audit and accounting, tax, business information technologies, medical billing and coding, wealth management, trust and estate administration services.
The cornerstone of SVA will always remain the same - providing service and value, to help our clients achieve measurable business results, while exceeding their expectations.
SVA, headquartered in Madison, Wisconsin, employs over 400 staff, and has additional offices in Milwaukee and Appleton, Wisconsin, and Rockford, Illinois. More information is available at www.sva.com.