New Principals Announced at SVA

Madison, Wis.-based SVA Certified Public Accountants (FY13 net revenue of $50.3 million) professionals Bryan Bechtoldt, Daniel Gibson, Kirsten Houghton, Debbie Oswald and Matt Vanderloo have been promoted to principal. The SVA board of directors announced these new promotions effective Sept. 1.

“We are extremely pleased to have these talented professionals as part of our management team at SVA,” says SVA president and CEO, Carl Schultz. “Their extensive experience and industry knowledge allows SVA and its affiliates to remain as the premier services provider for our clients.”

Bechtoldt is the chief technology officer and principal with SVA Consulting LLC, an affiliate of SVA Certified Public Accountants. In his role, he works with SVA’s clients to help them leverage technology to achieve their organizational goals. To this process, Bryan brings a broad field of experience to the table which allows for a multi-faceted approach to the solution envisioning process and allows clients to review many approaches to accomplish their objectives.

Gibson is a principal with SVA plumb wealth management LLC. He has provided comprehensive financial planning and asset management services for SVA clients since 1998. 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.

Houghton is a principal and the head of nonprofit services with SVA Certified Public Accountants. She understands the issues nonprofit organizations face including revenue recognition, conflicts of interest, regulatory problems, governance challenges and the impact of fraud.

Oswald is a principal with SVA plumb wealth management LLC. With more than 25 of experience in investment management, consulting, trust services, retirement plans and financial planning, she assists affluent clients with establishing wealth management strategies to achieve their financial goals.

Vanderloo is a principal with SVA Certified Public Accountants and a member of SVA’s healthcare and dental services team. He specializes in providing physicians and dentists the financial support they need to grow their practices and achieve their personal financial goals. His areas of expertise include budgeting to control costs, consulting on revenue generation, improving profitability in practices through in-depth financial analysis, calculating the financial impact of business decisions, and proactive tax planning.