News from SVA Plumb Financial


New Principals Announced at SVA

By SVA Financial Group | 8/30/2018

SVA Professionals Donna Baker, Andrew DeMarco, Peter Jelacic, and Bonnie Lilley have recently been promoted to Principal.  The SVA Board of Directors announced these new promotions effective September 1, 2018.

“We are extremely pleased to have these talented professionals as part of our management team at SVA,” stated Carl Schultz, President & CEO of SVA.  “Their extensive experience and industry knowledge allows SVA and its affiliates to remain as the premier services provider for our clients.”

Donna Baker

Donna is a Principal and Chief Administrative Officer for SVA Plumb Wealth Management, LLC and SVA Plumb Trust Company, LLC. She oversees daily operations which include statement production, account reconciliation, process improvement, and implementation of technology solutions. Donna has worked in the investment industry since 2004.

Andrew DeMarco

Andrew is a Principal with SVA Consulting, LLC, a member of the SVA family of companies. With over 20 years of business and consulting experience, Andrew has a well-honed ability to help leaders and their teams make sense of complex problems, identify solutions and drive meaningful change. He knows how to execute on strategy. As a consultant, executive, business owner and board member, he has been instrumental in building high-functioning organizations resulting in sustainable growth or acquisition.

Peter Jelacic, CFP®

Pete is a Principal with SVA Plumb Wealth Management, LLC. With over 30 years of experience in the financial industry, Pete provides personalized comprehensive financial planning and investment management that helps his clients reach their goals. He works with individuals and families, providing investment consulting and comprehensive financial planning including educational, retirement and estate planning. Pete also works with company retirement plans. He counsels owners and management with plan design and by offering unbiased, objective solutions.

Bonnie Lilley, CPA, CGMA®, MBA

Bonnie is a Principal and member of Business Advisory Services in Milwaukee. Bonnie has over 23 years of experience performing and managing audits, reviews and compilations. Bonnie works with clients on understanding their business, the challenges they are facing, and helping them with a proactive strategic approach to growing their business. She brings a solid base of knowledge specific to closely-held businesses, allowing her to assist clients not only with their accounting and financial needs, but also with basic management, process improvement, governance, and tax matters.

About SVA Financial Group

At SVA Financial Group, 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.