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Published on Sep 17, 2014
Dan is a Principal with SVA Plumb Wealth Management, LLC. In his role, he consults with a broad range of clients on their investments and stays closely involved in ongoing investment research, analysis and financial plan development. Dan works closely with physicians. He has spoken to several medical organizations on the importance of financial planning. He also works with businesses helping them manage retirement plans, monitor investment portfolios, and educate employees with regard to investing.