
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)