Media Contact: Jodi Hanoski (262) 923-5136
Maureen Hansen receives third consecutive award in 2011.
Milwaukee, WI, June 29, 2011 – SVA Plumb Financial, LLC. professional Maureen Hansen has been selected by her clients for the ‘FIVE STAR Overall Satisfaction Award’ published annually in Milwaukee Magazine. The ‘FIVE STAR Overall Satisfaction Award’ is only awarded to wealth managers who scored highest in overall satisfaction based on research conducted by a national independent research company.
Maureen Hansen is a Senior Wealth Manager with SVA Plumb Wealth Management, LLC., the Registered Investment Adviser affiliate of SVA Plumb Financial, LLC. In this role, she is responsible for providing ongoing investment strategies and financial guidance for both individual and business clients. This year marks the third consecutive year Maureen has been recognized by her clients for the Five Star Overall Satisfaction Award.
“Our entire team is extremely proud of Maureen to be selected by her clients for the ‘FIVE STAR Overall Satisfaction Award,’” stated Tom Plumb, President of SVA Plumb Financial, LLC. “Maureen works hard to build long-term relationships with her clients. Being recognized by those same clients is a testament to Maureen and the dedication she has in guiding clients toward achieving their financial goals.”
About the ‘FIVE STAR Overall Satisfaction Award’
The award is awarded to a maximum of just 5 percent of financial professionals in the market area. Financial professionals are not able to “buy” their way onto the list, and the award is not based on sales.
The FIVE STAR Program is managed by Crescendo Business Services, LLC of Eagan, Minnesota. Crescendo works with prominent city and regional magazines and business publications to present the “FIVE STAR Award” to professionals in many industries throughout the United States.
About SVA Plumb Financial, LLC
SVA Plumb Financial, LLC, recently formed through a merger of SVA Wealth Management, Inc., and SVA Trust Company, LLC with Wisconsin Capital Management, LLC, and Plumb Trust Company. The formation of SVA Plumb Financial unites two exceptional financial organizations with decades of client-focused experience, blending complementary areas of services. SVA Plumb Financial, LLC, is an affiliate of SVA Certified Public Accountants, SC.
SVA Plumb Financial, LLC offers clients a wide-range of services from investment management and trust administration to retirement and estate planning with a high level of localized service. Our philosophy and dedication to our clients, services and communities is what brought our two companies together and will remain strong as we move forward together as a full-service wealth management firm.
SVA Plumb Financial, LLC is headquartered in Madison, Wisconsin, employs over 45 staff, and has additional offices in Milwaukee and Appleton, Wisconsin, and Rockford, Illinois as well as Sioux Falls, South Dakota. Its entities include SVA Plumb Wealth Management, LLC, SVA Plumb Trust Company, LLC, SVA Plumb Retirement Plan Services, LLC, and Wisconsin Capital Management, LLC.
