My role at Gervais Group...

Is to help ensure every one of our clients receives the highest level of care and service during the creation and ongoing management of their financial plan. My focus is to align your investments with your broader — and often complex — family and legacy goals, as well as proactively leverage opportunities and manage risks in regards to estate planning and tax efficiency.

I do what I do because...

I have an interest in financial planning that began when I was a child. I was inspired by those around me and by the fact that anyone from any economic level, with the right preparation and planning, could rise above their circumstances and become financially independent. This experience formed my opinion that financial planning is best practiced with a collaborative and value-driven process. As I have focused my career on financial planning, what I have found most rewarding is ensuring that women have a seat (and a voice) at the table.

My education and certifications...

• CERTIFIED FINANCIAL PLANNER™
• Husson University: bachelor’s degree in business administration with a concentration in finance (summa cum laude)

I stay connected with my community…

Through these three wonderful organizations:

• TEMPO Milwaukee – Women in Leadership Group
• Milwaukee Estate Planning Forum
• Cedarburg Junior Woman’s Club

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

My role at The Gervais Group…

Is to bridge the gap between financial theory and application. My day-to-day activities include the development and review of investment policies, asset allocation analysis, independent manager research and selection, performance reporting and the ongoing management of the investment process. My work provides a platform for our team and clients to discuss relevant ideas and opinions. I have been successful in my role if I have influenced portfolio construction and empowered my clients to make informed decisions.

I do what I do because…

I get the most satisfaction from building genuine, lifelong relationships. Meeting at clients’ homes, being invited to family celebrations, touring the family business and sharing vacation photos have been some of the most rewarding aspects of this job. Knowing that my knowledge and experience allows my clients to focus on relationships, travel and whatever else might be important to them is motivating to me.

Outside of work, I love…

Being active with my kids. Coaching their sports teams, playing chess or simply watching a movie together are a few of the things I enjoy. When the kids are busy, I find myself reading a book, practicing the ukulele or attempting to learn something new.

My education and certifications…

• Chartered Financial Analyst
• Certified Private Wealth Advisor
• University of Maine: bachelor’s degree in engineering
• Concordia University: master’s degree with a concentration in finance

I stay connected with my community…

Through these three wonderful organizations:

• Ozaukee Youth Hockey Association
• Crossroads Presbyterian Church
• CFA Society Milwaukee

My role at The Gervais Group…

Is to service both institutional and private wealth relationships by providing concierge-level service. I specialize in financial planning, internal and external procedures, as well as issue resolution.

I do what I do because...

With over 40years with Baird, each new day continues to bring new challenges, learning opportunities and experiences. I love the uniqueness and diversity each of our wealth management relationships brings to the table.

Outside of work, I love…

Staying busy with my many hobbies and pastimes, including gardening, golfing, looming and twining. I also enjoy long walks with my dog and staying connected with my family and friends.

My education and certifications…

• FINRA Series 7 and 63 licenses
• MATC: associate’s degree (Phi Theta Kappa)

My role at The Gervais Group…

Is to provide excellent service to clients by assisting in everyday operations and financial planning.

I do what I do because…

I find it highly satisfying to build long-term relationships and see over time how my role in private wealth management enables individuals and families to achieve their life goals.

Outside of work, I love…

Anything outdoors – I enjoy hiking, camping and fishing to name a few. I also value spending quality time with my family, friends and faith community.

My education and certifications…

• CERTIFIED FINANCIAL PLANNER™
• FINRA Series 7 and 66 licenses
• Trinity International University: bachelor’s degree in business with a concentration in management (summa cum laude)

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

My role at The Gervais Group…

Is to support our teams client service, marketing and communication initiatives.

I do what I do because…

I am a problem solver who enjoys thinking outside the box in developing creative concepts and solutions. My strategic and innovative ideas allow me to develop efficient and productive processes, that will help our team better serve our clients.

Outside of work, I love…

Being outdoors, camping, biking, swimming & fishing in my pond or just watching my kids play and going to their events.

My education and certifications…

• FINRA Series 7 and 66 licenses
• University of Wisconsin-Milwaukee: bachelor’s degree in science with an emphasis in secondary math education. (Magna Cum Laude)