News from SVA Plumb Financial


Randy Godsell Named Chief Investment Officer at SVA Financial Group

By SVA Financial Group | 4/3/2019

Randy Godsell, CPA, CFA, CFP® has been named Chief Investment Officer for SVA Wealth Management, LLC, an affiliate of SVA Financial Group. In this role, Randy will provide his leadership and expertise to the firm regarding all activities relating to investment decisions and the investment process.  Specifically, he will be responsible for research, due diligence, analysis, strategic and tactical decision making, and monitoring and implementing the investment decisions.

Randy has over twenty years of experience creating and managing portfolios for a wide variety of clients. His diverse education and experience also allow Randy to effectively coordinate his client’s investment strategy with other aspects of their financial plan. He believes that honesty, education, and clear communication are cornerstones of a successful client-advisor relationship, and strives to be exceptional in those areas at all times.

“We are extremely pleased to have Randy and his executive experience as a part of our management team,” states Maureen Hansen, President of SVA Wealth Management.  “His extensive experience and industry knowledge allows SVA Financial Group to remain the premier financial services provider for our clients.”

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.