SVA Announces New Leadership Team
On the eve of SVA’s 45th anniversary, they are committed to the values their predecessors have set forth – to remain an independent local firm, in order to provide the highest level of service to clients, business partners and the community, and to be their clients’ most trusted business and financial advisor.
John Baltes
John is CEO overseeing the family of SVA companies. He is a tenured member of SVA’s Board of Directors where he has served as Chair. In John’s years of service, he is credited with founding SVA Consulting and has been instrumental in leading many firm-wide growth initiatives around business development, change and innovation.
Bryan Bechtoldt, MS, EdD
Bryan is the President of SVA Consulting, LLC, a member of the SVA family of companies. In his role, Bryan works with SVA’s clients to help them prepare their organization for transformation through shaping vision and development of implementation strategies, technologies and data.
Maureen Hansen, CLU®
Maureen is the President of SVA Wealth Management, LLC, the Registered Investment Advisory affiliate of SVA Financial Group, LLC. With over 30 years of financial experience, Maureen specializes in three primary areas of practice including asset management, divorce consulting and retirement planning.
Tammy Koester Parks, JD
Tammy is the President of SVA Trust Company where she administers trusts and other fiduciary accounts for high net worth clients and their families. She has over 25 years of experience in the areas of estate planning and trust either as a trust officer or as an attorney in private practice.
“The new leadership team is excited to continue building on the 45 years of success,” states John Baltes. “This event exemplifies SVA living out its mission of remaining independent by offering growth opportunities to every member of our team. The transition is being used as an opportunity to validate and align our services to what brings the highest value to our clients. Truly exciting time for us and our clients.”
To hear more from SVA’s new leadership team about their vision for the company’s future, watch their Vision, Mission and Core Values video here: https://youtu.be/duUjLLwJlng
About SVA
Since our inception in 1974, we have focused on developing long-standing business relationships. As our clients’ businesses and personal interests have grown, we have increased our service offerings to meet their expanding needs.
Now over 40 years later, SVA and its affiliates are recognized leaders offering a wide range of professional services including audit and accounting, tax, business information technologies, wealth management, trust and estate administration services.
The cornerstone of SVA’s core values is to serve people better, which includes our clients and our SVA team members. As SVA grows to meet the needs of our clients, our team grows not only in numbers but in business know-how, innovation and the delivery of solutions that create measurable results for our clients. Our companies succeed when our clients succeed.
SVA is headquartered in Madison, Wisconsin, employs over 300 staff, and has additional offices in Milwaukee and Appleton, Wisconsin and Rockford, Illinois. www.sva.com