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Leonard
Barry, CFP®
Financial Consultant
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(608) 826-2580
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barryl@sva.com
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Learn more about Leonard
Leonard specializes in financial planning and asset management. He continuously monitors clients’ financial progress and adjusts their financial plans to accommodate lifestyle and market changes.
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R. Hugh
Boysen
President
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(608) 826-2023
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boysenh@sva.com
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Learn more about R. Hugh
Hugh’s primary expertise is consulting with business and health care clients in the areas of financial management, retirement plans, business valuations, compensation formulas, and buy/sell agreements. As part of SVA Wealth Management, Inc., Registered Investment Adviser, Hugh works with individual business owners to manage their personal financial portfolios, minimize taxes and maximize their financial well-being.
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Sean
Cote, AIF®
Wealth Manager
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(608) 826-2381
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cotes@sva.com
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Learn more about Sean
Sean assists business clients with managing their current qualified retirement plan. In addition, Sean performs investment reviews for retirement plan sponsors, as well as for individual clients.
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Jay
Czarapata, CFP®, CRPS®
Financial Consultant
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(262) 923-5199
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czarapataj@sva.com
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Learn more about Jay
Jay helps individuals and businesses plan investment strategies that maximize growth while staying in line with the client’s goals and objectives. By evaluating each client’s financial status and long-term goals, Jay develops financial plans that help clients prepare for retirement, manage risk, fund education and more.
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Dan
Gibson, CFP®
Senior Wealth Manager
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(608) 826-2322
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gibsond@sva.com
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Learn more about Dan
Dan works with physicians and small business owners, helping them manage retirement plans, monitor investment portfolios, and educate employees in regard to investing. He consults with clients on their investments and stays closely involved in ongoing research, analysis, and financial plan development.
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Maureen
Hansen, CLU
Senior Wealth Manager
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(262) 923-5180
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hansenm@sva.com
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Learn more about Maureen
Maureen is responsible for providing ongoing investment strategies and financial guidance for both individual and business clients. She also conducts client meetings on a consistent basis to review a client’s risk assessment, tax management strategy, and investment goals.
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Kurt
Krumholz, CFP®
Principal
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(608) 826-2163
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krumholzk@sva.com
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Learn more about Kurt
Kurt provides comprehensive financial planning and asset management services for clients by researching the spectrum of alternatives available and providing effective solutions to their needs. Kurt specializes in selecting and monitoring investment managers, utilizing asset allocation techniques as a means of reducing risk within an investment portfolio.
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Sharon
Ladwig
Chief Compliance Officer
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(608) 826-2323
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ladwigs@sva.com
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Learn more about Sharon
As Chief Compliance Officer, Sharon monitors all compliance activities to ensure that the firm and employees adhere to various federal and state regulatory agencies. Sharon is responsible for the day-to-day administration and supervision of the operations staff.
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Molly
McCarragher, J.D.
Wealth Manager
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(608) 826-2383
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mccarragherm@sva.com
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Learn more about Molly
Molly works with individuals to assist them in achieving appropriate wealth management and investment strategies based upon their individual needs and goals. She also provides estate planning guidance to clients to assure that their estate plan and financial plan are working cohesively.
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Debbie
Oswald
Wealth Manager
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(608) 826-2127
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oswaldd@sva.com
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Learn more about Debbie
Debbie provides wealth management strategies and manages investable assets to achieve client goals. She works with the full spectrum of services from creating financial plans and providing investment consulting to managing assets.
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Brian
Reamer, CFP®
Principal
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(608) 826-2123
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reamerb@sva.com
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Learn more about Brian
Brian creates financial plans, provides investment consulting, and manages assets for clients by implementing and monitoring prudent investment strategies. He also works with companies in designing retirement plans and monitoring investment portfolios.
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Christopher
Thomas
Financial Consultant
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(608) 826-2646
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thomasc@sva.com
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Learn more about Christopher
Chris works with families and businesses to assist in all aspects of a client’s financial life and goals. He provides a range of planning services, including complex estate planning, retirement planning and charitable giving.
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