Lori Gervais

Lori B. Gervais is a CERTIFIED FINANCIAL PLANNER professional and managing director of The Gervais Group at Baird, the family wealth advisory practice she runs with her husband, Roger. Forbes has named the practice among its Best in State Wealth Advisors in Wisconsin and included Lori on its America's Top Women Advisors list. Out of concern for their three children's financial future, Lori and Roger wrote Pass It On, a guide to transferring not only wealth but also the wisdom and family values that help future generations preserve and grow what they inherit.