News from SVA Plumb Financial

sva-financial-group-celebrates-promotion-new-hire-2019

SVA Trust Company Celebrates Promotion and New Hire

By SVA Financial Group | 11/8/2019

SVA Trust Company is pleased to announce the promotion of Ray Schenk to Senior Wealth Manager and Senior Trust Officer. With over 25 years of experience in the financial industry, Ray provides personalized comprehensive financial planning and investment management services. He is passionate about educating and advising his clients to help them achieve and maintain their financial goals. He has extensive knowledge in financial and estate planning as well as investment and risk management.

SVA Trust Company is also pleased to welcome Beth Jacobsen as Trust Officer. Beth administers trusts and other fiduciary accounts for high net worth clients and their families. This includes trusts and other individually managed accounts as well as trust services without investment management. Beth enjoys helping her clients develop the trust options that best meet their needs. Trust planning can be complex and her personalized service allows the client to choose how much involvement they need or want as they plan and orchestrate their legacy planning.

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.