Professionals


As a Principal with SVA Wealth Management, Debbie collaborates with her clients in establishing wealth management strategies designed to achieve their financial goals. She is passionate about working with physicians, executives, and families in planning their financial journey and maximizing their financial capacity.

Debbie proactively coordinates financial planning, wealth accumulation, and tax, legal and banking resources to provide comprehensive planning for her clients. She is actively involved with her clients in times of preparation and transition – retirement, sale of a business, divorce, loss of a spouse or job change.

Debbie has extensive experience working with physician, dental, and university clients. She has developed skills in the varied retirement plans, financial strategies and tools to maximize the financial capacity for those in the healthcare community. She also works with foundations and endowments to establish investment strategies and develop investment policies.

She has more than 25 years of experience in investment management and consulting, and has served on the firm’s Investment Advisory Committee. Prior to joining SVA, she served as Portfolio Manager at a large investment firm. In addition, she was a consultant for an international investment management, employee benefit and compensation consulting firm.

Education

  • University of Illinois - Bachelor of Science - Business Administration

Speaking Experience

  • Physician Groups - Tax and Investment Planning
  • Association of Fundraising Professionals
  • Madison Junior Woman's Club
  • Employee Benefit National Conference
  • NBC15 Money Minute
  • Talk Wisconsin

Publications

  • Wisconsin Medical Journal
  • Wisconsin Woman
  • Brava Magazine

Professional Memberships/Affiliations/Activities

  • Financial Planning Association - Member
  • CFA Society of Madison - Member
  • Madison Benefit Council - Member

Civic/Community Involvement

  • SSM Health at Home Foundation Board Member
  • TEMPO Madison
  • 100+ Women Who Care
  • Asbury United Methodist Church Endowment Committee
  • Madison Junior Women’s Club Past President and Director
  • Middleton High School Alpine Race Team Founder and Past Advisor

Personal

Debbie treasures time with her husband and family. They enjoy golf, boating, and alpine skiing together. She also enjoys biking and taking in the many community offerings in Madison from the Farmer’s Market and the Concerts on the Square to the performance offerings at the Overture Center for the Arts.

As a Principal with SVA Wealth Management, Debbie collaborates with her clients in establishing wealth management strategies to reach their financial goals. She is passionate about working with physicians, executives, and families in planning their financial journey and maximizing their financial capacity.

Debbie proactively coordinates financial planning, wealth accumulation, and tax, legal and banking resources to provide comprehensive planning for her clients. She is actively involved with her clients in times of preparation and transition – retirement, sale of a business, divorce, loss of a spouse or job change.

The following is a partial List of the topics Debbie covers:

  • Women: Financial Strategies for Success
    • Developing a clear picture of your financial situation
    • Implementing investment strategies to reach your goals
    • Retirement income planning
  • Key Financial Strategies for the High Income Earner
    • Leveraging taxable, tax-deferred and tax-free income
    • Benefits of Roth 401(K) and Roth IRAs
    • Tax efficient portfolio tips
  • Maximize Your Retirement Income Stream
    • Understanding Roth Conversions and RMD
    • Charitable giving strategies
    • Tax efficient ways to take a distribution from your retirement plan

Debbie has spoken to audiences at:

  • The Association of Fundraising Professionals
  • The Employee Benefit National Conference
  • SVA Plumb Financial Annual Investment Forum
  • SVA Savvy Women Investment Series
  • Meriter Foundation
  • Dean Foundation
  • SVA educational seminars
  • NBC15 Money Minute
  • Medical practices
  • Community fundraising events