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Lori B Gervais

Lori B GervaisRoger and Lori Gervais are proud parents of three wonderful children: Anna, Will, and Jack. Roger and Lori are also the husband-and-wife team behind The Gervais Group, named by Forbes as "Best in State Wealth Advisors" in Wisconsin. Lori, a CERTIFIEDFINANCIAL PLANNER(TM) professional, has been recognized for her commitment to clients and to the profession by Forbes, which named her to its America's Top Women Advisor List. Roger, a CFA(R) charterholder, uses his background in engineering to offer clients a unique set of problem-solving skills. Throughout their thirty years of combined experience in the industry, Roger and Lori have made it their mission to simplify the complex world of financial planning. Read More Read Less

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