The Alliance Report ™
Meet Our Columnists
Lori and Roger Gervais

Lori Gervais, CFP®, is Director of the The Gervais Group with Robert W. Baird & Co. She manages financial plans for select families and business owners. Lori graduated summa cum laude with a Bachelor of Science degree in finance from Husson University. 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.

Roger Gervais is a Senior Investment Consultant with The Gervais Group. He specializes in managing strategic and tactical investment decisions. He works in partnership with clients while leveraging the vast resources of Baird to manage portfolio risk within each client’s tolerance. Roger holds a Bachelor of Science degree in engineering from the University of Maine and an MBA in finance from Concordia University.

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