Tammy Koester Parks, JD has been named President of SVA Plumb Trust Company, LLC, an affiliate of SVA Plumb Financial.

 

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. In her role, Tammy 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.

 

“We are extremely fortunate to have Tammy as President of SVA Plumb Trust Company,” states Tom Plumb, President and CEO of SVA Plumb Financial.  “We look forward to utilizing her extensive expertise in this new role, allowing our team to continue to deliver exceptional client service.” 

 

About SVA Plumb Financial, LLC

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.

 

SVA Plumb Financial, LLC is headquartered in Madison, Wisconsin, employs over 45 staff, and has additional offices in Milwaukee and Appleton, Wisconsin as well as Sioux Falls, South Dakota.   Its entities include SVA Plumb Wealth Management, LLC and SVA Plumb Trust Company, LLC. More information is available at www.svaplumb.com.

 

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