Professionals


Beth Jacobsen

Trust Officer

phone (608) 826-2693
email Madison Office

Beth is a Trust Officer with SVA Trust Company, LLC.

She 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.

Beth is engaged in a variety of community activities including serving on multiple boards. She serves on the Beloit City Council, the Downtown Beloit Association, Visit Beloit, and the Rock Trail Coalition. She also is active in supporting a variety of nonprofit organizations.

Education

  • University of Wisconsin - Milwaukee
    • MPA - Public Administration
    • Bachelor of Science - Political Science