Professionals


Donna Baker

Principal and Chief Administrative Officer

phone (608) 826-2744
email Madison Office

AREAS OF EXPERTISE

  • Account Reconciliation
  • Process Improvement
  • Education

Donna is a Principal and Chief Administrative Officer for SVA Wealth Management and SVA Plumb Trust Company. She oversees daily operations which include statement production, account reconciliation, process improvement, and implementation of technology solutions. Donna has worked in the investment industry since 2004.

Prior to joining SVA Financial Group, Donna worked in public accounting as an auditor for KPMG LLP for nine years, and then served as chief financial officer for several companies.

Education

  • University of Wisconsin - Whitewater - Bachelor of Business Administration