Lori Gervais, CFP®
Director | Family Wealth Advisor | Author of Pass It On
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.