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Lori Gervais, CFP®

Lori is a Director at Baird. She manages financial plans for select families and foundations. Lori graduated summa cum laude from Husson University with a bachelor of science in Business Administration and a concentration Finance. She continued her studies through the College of Financial Planning at DePaul University to become a CERTIFIED FINANCIAL PLANNER® professional, and is a member of the Financial Planning Association of Southern Wisconsin.

Lori has been featured in The Milwaukee Business Journal and News Graphic for her expertise on financial planning for women. Additionally, Lori has been recognized in Milwaukee Magazine for seven consecutive years as a FIVE STAR Wealth Manager(SM) – Overall Satisfaction. She also has been recognized on a national level, being selected to attend the “Top Women Advisors Summit” hosted by Barron’s magazine and R.J. Shook.

Lori is active in the Milwaukee community as a board member and volunteer for various organizations. She is the past president and current board member for the Big Brothers/Big Sisters of Ozaukee County and member and committee leader of TEMPO Milwaukee. As a way to give back to the community, Lori has taught a continuing education course on Women & Investing at Cardinal Stritch University, has volunteered as a presenter for several local non-profit agencies, and currently teaches a Retirement Planning course in Mequon.

In her spare time, Lori is very active with her church and family.


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