SVA Financial Group’s Maureen Hansen and Tammy Koester Parks are featured in an article in In Business Magazine showcasing the firm.
Bringing together the combined strength of SVA Wealth Management and SVA Trust Company, SVA Financial Group is a diverse financial services firm serving clients for a combined total of over 25 years. “What sets our team of financial consultants apart from most other investment firms is that we provide a holistic approach to financial planning. We work with clients and their families through every stage of their personal and financial lives,” states Maureen.
Tammy continues, “We tailor solutions to our clients’ estate challenges and opportunities, as well as take into account their wish to leave a legacy. Our clients know they can rely on each and every member of our trust team to get a job done and done right. Peace of mind is what our service is all about.”
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Maureen is the President of SVA Wealth Management, LLC, the Registered Investment Advisory affiliate of SVA Financial Group, LLC. Working closely with clients, she 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.
Tammy is the President of SVA Trust Company. She 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, as well as helping multiple generations define their legacy.