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Month: June 2017

Photo by Richard Hurd

SVA Plumb Trust Company Announces New President

Tammy Koester Parks, JD has been named President of SVA Plumb Trust Company, LLC, an affiliate of SVA Plumb Financial.

Tammy 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. In her role, Tammy administers trusts and other fiduciary accounts for high net worth clients and their families.  These include trusts and other individually managed accounts as well as trust services without investment management. Tammy works closely with clients to help them with their estate planning concerns and objectives.

“We are extremely fortunate to have Tammy as President of SVA Plumb Trust Company,” states Tom Plumb, President and CEO of SVA Plumb Financial.  “We look forward to utilizing her extensive expertise in this new role, allowing our team to continue to deliver exceptional client service.”

About SVA Plumb Financial, LLC

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.

SVA Plumb Financial, LLC is headquartered in Madison, Wisconsin, employs over 45 staff, and has additional offices in Milwaukee and Appleton, Wisconsin as well as Sioux Falls, South Dakota.   Its entities include SVA Plumb Wealth Management, LLC and SVA Plumb Trust Company, LLC. More information is available at www.svaplumb.com.

Photo by Richard Hurd

CEC Selected for 2017 CRN Solution Provider 500 List

FOR IMMEDIATE RELEASE

CEC Selected for 2017 CRN Solution Provider 500 List

List ranks North America’s top 500 technology solution providers based on 2016 revenue

Hiawatha, IA (June 6, 2017) – CEC (Communications Engineering Company), a nationally recognized systems and technology integrator with locations in Iowa and Wisconsin, has been included on The Channel Company’s 2017 CRN Solution Provider 500 list. The SP500 list is CRN’s annual ranking of the largest technology integrators, solution providers, and IT consultants in North America by revenue. CEC moved up to No. 360 in this year’s annual ranking (up from No. 361 in 2016).

“The Solution Provider 500 list serves as an industry standard for recognition, and CEC is proud to be named to the list again in 2017,” said Jim Anderson, IT general manager at CEC. “It is thanks to our dedicated staff who take care of our customers, ensuring that they have the right technology solutions for their businesses.”

“CRN’s Solution Provider 500 list spotlights the North American IT channel partner organizations that have earned the highest revenue over the past year, providing a valuable resource to vendors looking for top solution providers to partner with,” said Robert Faletra, CEO of The Channel Company. “The companies on this year’s list represent an incredible, combined revenue of over $318 billion, a sum that attests to their success in staying ahead of rapidly changing market demands. We extend our sincerest congratulations to each of these top-performing solution providers and look forward to their future pursuits and successes.”

The complete 2017 Solution Provider 500 list is available online at www.crn.com/sp500.

About CEC

With offices in the Midwest serving local and national customers, CEC offers solution design, integration, and technical services specializing in audio/video, safety and security, IT, structured cabling, and two-way communications. Focused on the customer experience, CEC teams partner with clients to understand their business, tailor solutions, and plan for future technology needs. To learn more, visit www.cecinfo.com or contact CEC at 800.377.0721.

About The Channel Company

The Channel Company enables breakthrough IT channel performance with its dominant media, engaging events, expert consulting and education, and innovative marketing services and platforms. As the channel catalyst, it connects and empowers technology suppliers, solution providers, and end-users. Backed by more than 30 years of unequaled channel experience, it draws from its deep knowledge to envision innovative new solutions for ever-evolving challenges in the technology marketplace. For more information, visit www.thechannelco.com.

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For more information:

Melissa Henderson, Director, Marketing & Business Development

mhenderson@cecinfo.com or 319-294-9000

Photo by Richard Hurd

MSCR Pontoon Boat Rides

Contact: Chad Thom at 608-204-3020 or cthom@madison.k12.wi.us or Nicole Graper at 608-204-3017 or ngraper@madison.k12.wi.us

CRUISE THE LAKES WITH MSCR!

Madison School & Community Recreation (MSCR) Pontoon Rides are a great way to enjoy the Madison lakes.  MSCR offers boat rentals, drop-in rides and specialty trips.  Please go to www.mscr.org for more information or call 608-204-4581.

Rentals

Perfect for reunions, work outings or get-togethers.  Large groups can rent up to three boats. Please complete a Pontoon Rental Form at www.mscr.org.

Drop-in Rides – June 5 – September 29

Drop-in rides take place June 5 – September29 at the sites listed below. Please arrive 45 minutes early to sign in. First come, first served. Children 3 and younger are free. The fee is $6 per person at pier. New this year – free Drop-In Ride tickets are available for people who can’t afford the fee.  Please call 204-3020 or email cthom@madison.k12.wi.us. Please allow at least one week to process request.

  • Mondays, at Olbrich Park, 3527 Atwood Ave, (Lake Monona Only) – 1:30-2:30pm and 2:45-3:35pm
  • Tuesdays, at Tenney Boat Pier, 1615 Sherman Ave

5:30-7pm & 7:15-8:45pm (September 5:30-7pm is the only trip)

  • Wednesdays, at Olin Park, 1156 Olin Turville Ct, Bring a bag lunch if desired.

1:30-2:30pm & 2:45-3:45pm

  • Thursdays, at Tenney, (Lake Monona Only)

5:30-7pm & 7:15-8:45pm (September 5:30-7pm is the only trip)

  • Fridays, at Tenney & UW Goodspeed Family Pier, 650 N Lake St (Goodspeed rides dependent on construction – check www.mscr.org) 1:30-2:30pm & 2:45-3:45pm
  • Sundays, at Tenney

1:30-2:30pm & 2:45-4:15pm

Specialty Trips – Register at www.mscr.org

Sylvia’s stories – Learn about “movers and shakers”, places and events that helped shape the Madison lakes area. First trip takes place Tuesday, June 6, 5-8pm. Meet at Tenney Boat Pier. $10 per person. Use course #14514 to register.

Sunset Cruise – Relax and enjoy a fabulous sunset cruise – Friday, June 23, 6-9pm. Meet at Tenney Boat Pier. $15 per person.  Use course #14504 to register.

Lunch and dinner trips – enjoy a boat trip to lakeside restaurants.  Several options are available. Go to www.mscr.org.

MSCR offers many recreation programs for all ages at affordable prices. Go to www.mscr.org, call 204-3000 or visit MSCR at 3802 Regent Street for more information.

Photo by Richard Hurd

Savant Advisor Earns Chartered Retirement Plans SpecialistSM Designation

MADISON, WI (June 1, 2017)Savant Capital Management, a nationally-recognized fee-only wealth management firm, is pleased to announce that financial advisor Sarah McGinniss earned the Chartered Retirement Plans SpecialistSM (CRPS®) designation.

The CRPS® program is available to professionals who specialize in creating, implementing, and maintaining retirement plans for businesses. The program covers design, installation, administration, and maintenance of retirement plans. Additionally, to receive the CRPS® designation individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

McGinniss works out of Savant’s Madison, WI office and is a member of the Advisory Team. As a financial advisor, she is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. She regularly meets with clients, other advisors, portfolio managers, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.

McGinniss earned a bachelor of science degree in finance from the University of Illinois, where she graduated as a top 10 student in the College of Business and a top 100 student in the university. In addition to her CRPS® designation, she is a CERTIFIED FINANCIAL PLANNER™ professional.

About Savant Capital Management

Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with $5 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Photo by Richard Hurd

Friends of MSCR Golf Outing

Contact: Nicole Graper at ngraper@madison.k12.wi.us or 608-204-3017, or Lucy Chaffin at lchaffin@madison.k12.wi.us or 608-204-3015

Friends of MSCR Golf Outing
Enjoy a fun day of golf & support a good cause!

Friends of MSCR is holding the 13th annual Fore Friends Golf Outing on Tuesday, July 18, at Cherokee Country Club, 5000 N. Sherman Ave, Madison.  Event sponsors include Oak Park Place, CUNA Mutual Group, Irwin A. and Robert D. Goodman Foundation, Group Health Cooperative, The August Foundation and Phil and Anne Duffy (in memory of Robert Parenteau).
Enjoy 18 holes in this fun golf scramble.  Network with community and business leaders and experience Cherokee Country Club!  Check in begins at 9:30 am with lunch.  A dinner, auction and awards program follow golf at 4:30 pm. Registration includes lunch, greens fees, golf cart, dinner and a golfer gift.

The Golf Outing proceeds help fund important MSCR projects like these:

  • 50+ Yoga Suave en Espanol, a successful program held at MSCR East taught in Spanish to Spanish speaking older adults
  • Special afterschool clubs like Unique Fitness at Memorial High, and Female Empowerment at West High
  • Afternoon activities for high schoolers attending summer school
  • Gymnastics and Tumbling Equipment
  • 3 vs 3 Adult Basketball Tournament
  • Fee waivers for low-income participants from Allied Learning Center to attend Camp Tall Oaks at the Jackson School Forest

“Each year, MSCR serves more than 10,000 youth in afterschool child care and summer programs.  Our programs are accessible for low income families.  Proceeds for the event support several youth programs, and help keep our activities affordable and accessible,” said Lucy Chaffin, MSCR Executive Director. “We are grateful for our long-time sponsors and donors.”

The Friends of Madison School & Community Recreation (MSCR) is a non-profit organization that values MSCR as a vital community resource.  Since 1926, MSCR has been Madison’s community based public recreation department.  Friends of MSCR support public recreation as an approach to enrich the lives of individuals and the community.

Go to  www.mscr.org  or call 608-204-3000 for information on golfing, sponsoring the event, or bidding on online auction items. The auction bidding begins in June.  Learn more at http://www.mscr.org/get-involved/friends-of-mscr/fore-friends-golf-outing

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