Liam Duncan Email & Phone Number

Milwaukee, Wi, Us

Our ultimate goal in working with clients is to become the center of their financial lives and support them throughout their entire financial journey. Partnering with them through life changes, we work through complex financial challenges; from risk management, portfolio efficiencies, and tax implications.Our holistic approach to planning allows us to help clients fully understand the strategy behind the numbers and data of their plan. My intention is to empower you to implement your plan and help hold you accountable to it, in order to achieve your goals. I enjoy working with individuals who share similar values of honesty, trust, and a desire to continually grow personally and professionally.

San Jose, California, Us

A specialized public accounting firm dedicated to Financial Transformation effectiveness related challenges. We use a balanced transformation approach of improving teamwork, integrating systems and optimizing process to address a full range of areas (financial reporting, audit, tax, SOX, fin ops, planning and technical) for clients ranging from start-up ventures to Fortune 500 companies in various industries.We provide a customized Financial Effectiveness Framework to our clients. This Framework consists of teamwork enhancement, information integration, change management, and process optimization. The SVA team aims to better clients' lives through education and process improvement.