News from SVA Plumb Financial

sva-financial-group-hansen-jelacic-receive-five-star-award-2019

SVA Financial Group’s Hansen and Jelacic Receive 2019 Five Star Awards

By SVA Financial Group | 7/12/2019

SVA Financial Group’s Maureen Hansen, CLU® and Pete Jelacic, CFP® have been selected for the ‘Five Star Wealth Manager Award’ published in Milwaukee Magazine.  This is Maureen’s seventh year and Pete’s first year winning this Five Star award.

Now in its 17th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across North America to identify premium service professionals. The Wealth Manager award is based on ten objective eligibility and evaluation criteria such as education and professional designations, client retention rates, and favorable regulatory and complaint history review. For more information on the Five Star Award research and evaluation process, please visit https://www.fivestarprofessional.com/wmdisclosures/MILWM19.

Maureen is the President of SVA Wealth Management, LLC, the Registered Investment Advisory affiliate of SVA Financial Group, LLC. Working closely with clients, Maureen focuses on building long-term relationships based on trust and understanding. With over 30 years of financial experience, Maureen specializes in three primary areas of practice including asset management, divorce consulting and retirement planning. Maureen provides ongoing, comprehensive wealth management strategies and financial guidance for individuals while delivering personalized service.

Pete is a Principal with SVA Wealth Management. With over 30 years of experience in the financial industry, he provides personalized comprehensive financial planning and investment management designed to help his clients reach their goals. Pete works with individuals and families, providing investment consulting and comprehensive financial planning including educational, retirement and estate planning.

“Our entire team is extremely proud that Maureen and Pete have been selected as recipients of this year’s Five Star awards,” states John Baltes, CEO of SVA Financial Group.  “Maureen and Pete work hard to build long-term relationships with their clients.  Being recognized with this award is a testament to the dedication they have in guiding clients toward achieving their financial goals.”

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.