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Your Dedicated Partner Through Every Phase of Your Journey

Lori Gervais, CFP® Photo
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Lori Gervais, CFP®

Director

Lori Gervais, CFP®

Director
Author of Pass IT ON

262-240-3519
lgervais@rwbaird.com

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.


Roger Gervais, CFA, CPWA® Photo
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Roger Gervais, CFA, CPWA®

Senior Investment Consultant

Roger Gervais, CFA, CPWA®

Senior Investment Consultant
Author of Pass IT On

262-240-3539
rgervais@rwbaird.com

My role at The Gervais Group…

Is to bridge the gap between financial theory and application. My day-to-day activities include the development and review of investment policies, asset allocation analysis, independent manager research and selection, performance reporting and the ongoing management of the investment process. My work provides a platform for our team and clients to discuss relevant ideas and opinions. I have been successful in my role if I have influenced portfolio construction and empowered my clients to make informed decisions.

I do what I do because…

I get the most satisfaction from building genuine, lifelong relationships. Meeting at clients’ homes, being invited to family celebrations, touring the family business and sharing vacation photos have been some of the most rewarding aspects of this job. Knowing that my knowledge and experience allows my clients to focus on relationships, travel and whatever else might be important to them is motivating to me.

Outside of work, I love…

Being active with my kids. Coaching their sports teams, playing chess or simply watching a movie together are a few of the things I enjoy. When the kids are busy, I find myself reading a book, practicing the ukulele or attempting to learn something new.

My education and certifications…

  • Chartered Financial Analyst
  • Certified Private Wealth Advisor
  • University of Maine: Bachelor’s degree in Engineering
  • Concordia University: Master’s degree with a concentration in Finance

I stay connected with my community…

Through these three wonderful organizations:

  • Ozaukee Youth Hockey Association
  • Crossroads Presbyterian Church
  • CFA Society Milwaukee
Julie Kiel Photo
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Julie Kiel

Assistant Vice President

Julie Kiel

Assistant Vice President 

262-240-3523
jkiel@rwbaird.com


My role at The Gervais Group…

Is to service both institutional and private wealth relationships by providing concierge-level service. I specialize in financial planning, internal and external procedures, as well as issue resolution.

I do what I do because...

With over 40years with Baird, each new day continues to bring new challenges, learning opportunities and experiences. I love the uniqueness and diversity each of our wealth management relationships brings to the table.

Outside of work, I love…

Staying busy with my many hobbies and pastimes, including gardening, golfing, looming and twining. I also enjoy long walks with my dog and staying connected with my family and friends.

My education and certifications…

  • FINRA Series 7 and 63 licenses
  • MATC: Associate’s degree (Phi Theta Kappa)
Kelly Garrow, CFP® Photo
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Kelly Garrow, CFP®

PWM Financial Planner

Kelly Garrow, CFP®

PWM Financial Planner

262-240-3535

kgarrow@rwbaird.com 

My role at The Gervais Group…

Is to provide excellent service to clients by assisting in everyday operations and financial planning.


I do what I do because…

I find it highly satisfying to build long-term relationships and see over time how my role in private wealth management enables individuals and families to achieve their life goals.


Outside of work, I love…

Anything outdoors – I enjoy hiking, camping and fishing to name a few. I also value spending quality time with my family, friends and faith community.


My education and certifications…

  • CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 7 and 66 licenses
  • Trinity International University: Bachelor’s degree in Business with a concentration in Management (summa cum laude)



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.

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April Leffingwell

Senior Client Specialist

April Leffingwell

SENIOR CLIENT SPECIALIST

262-240-3520

aleffingwell@rwbaird.com

    My role at The Gervais Group…

    Is to support our teams client service, marketing and communication initiatives.


    I do what I do because…

    I am a problem solver who enjoys thinking outside the box in developing creative concepts and solutions. My strategic and innovative ideas allow me to develop efficient and productive processes, that will help our team better serve our clients.


    Outside of work, I love…

    Being outdoors, camping, biking, swimming & fishing in my pond or just watching my kids play and going to their events.


    My education and certifications…

    • FINRA Series 7 and 66 licenses
    • University of Wisconsin-Milwaukee: Bachelor’s degree in Science with an emphasis in Secondary Math Education. (Magna Cum Laude)
Jaleigh White, CPA, CPWA® Photo
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Jaleigh White, CPA, CPWA®

Director of Family Wealth

Jaleigh White, CPA, CPWA®

Director of Family Wealth 


Jaleigh White is the managing director of Baird's Family Wealth team. The Baird Family Wealth team works with advisors and their most complex clients ensuring that all business owners, executives, and multi-generational client families have access to the resources they need to meet their individual goals and navigate major transitions in their lives.

Jaleigh is a member of the Integrated Wealth Advisor Council at the Family Office Exchange and is on the Leaders Council of The UHNW Institute.




Amy Kane, CPA, CFP®, CDFA Photo
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Amy Kane, CPA, CFP®, CDFA

Director of Wealth Strategies Group

Amy Kane, CPA, CFP®, CDFA

Director OF WEALTH STRATEGIES GROUP


Amy M. Kane is the Director of the Wealth Strategies Group at Baird. Amy leads and coordinates with her team to work with successful clients and their advisors to develop, implement, and monitor custom and holistic wealth plans based on a thorough understanding of the clients’ values, assets, and wealth transfer goals, as well as vision for their legacy.

Amy has a strong background in wealth, estate, tax, philanthropic and business owner/executive planning, while also understanding the family dynamic needs of multi-generational clients. She is passionate about the educational aspects of wealth planning, spending time to understand each client’s unique situation and help them act on their goals.

Amy is a member of the Denver Estate Planning Council and a member of Women United.


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.


Kelsey Clair, CPA Photo
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Kelsey Clair, CPA

Tax Strategist

Kelsey Clair, CPA

TAX STRATEGIST 


Kelsey Clair joined Robert W. Baird & Co. in 2020. Kelsey is currently the Tax Strategist for Baird’s Private Wealth Management Group. Prior to joining Baird in 2020, Kelsey was responsible for providing tax compliance and tax planning services to high net worth individuals and privately held businesses at Dixon Hughes Goodman, LLP.

Kelsey graduated from the University of South Carolina with both a Bachelor’s and Master’s Degree in Accountancy with a focus in taxation. Kelsey is a Certified Public Accountant with the North Carolina State Board of Certified Public Accountant Examiners.



Scott Grenier, CFP®, CAP®, CPWA® Photo
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Scott Grenier, CFP®, CAP®, CPWA®

Manager of Financial and Estate Planning

Scott Grenier, CFP®, CAP®, CPWA®

Senior Estate Planner 


Scott Grenier is the manager of financial and estate planning for Baird’s Private Wealth Management group, a role in which he oversees Baird’s team of financial and estate planners across the U.S. He works with clients and their financial advisors on business succession and tax and estate planning strategies, focusing on tax-efficient wealth transfer opportunities.

Scott is a general member and former board president of the Milwaukee Estate Planning Forum, as well as a general member of the Society of Financial Service Professionals, Financial Planning Association and National Association of Estate Planners and Councils.



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.
Erica Kroll, CLU® Photo
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Erica Kroll, CLU®

Insurance Specialist

Erica Kroll, CLU®

Vice President

Senior Insurance Specialist 


Erica Kroll joined Baird in 2003, where she is responsible for supporting Baird Financial Advisors and their clients with their insurance based planning needs. By working through the Baird Wealth Management process in a consultative manner, Erica is able to incorporate insurance into the overall financial plan to enhance the client’s goals and objectives.

Prior to joining Baird, Erica worked as an Executive Assistant at Banc One Insurance Services supporting the sales and marketing efforts of their life insurance and annuity solutions.

Erica is a Chartered Life Underwriter (CLU®) and has advanced education in long-term care planning. She also holds the FINRA Series 6 & 63 licenses, along with the Wisconsin life and health licenses.

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Kathy Blake Carey, CFA

DIRECTOR OF PWM RESEARCH

Kathy Blake Carey, CFA  

Director of PWM Research




Kathy Carey is Director of Research for Baird’s Private Wealth Management group. In this role, she oversees the Asset Manager Research, Equity and Fixed Income Research, and Value Equity Research Teams.

She is a co-portfolio manager for the ALIGN Strategic Portfolios where she is involved with investment, asset allocation and rebalancing decisions, as well as due diligence of the portfolios. Additionally, she is a voting member of Baird’s Equity Recommended Portfolio and sits on the firm’s Investment Policy Committee.

Laura Thurow, CFA Photo
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Laura Thurow, CFA

Director of Wealth Solutions and Operations

Laura Thurow, CFA

Director of Wealth Solutions and Operations


Laura Thurow is the director of wealth solutions and operations for Baird’s Private Wealth Management (PWM) business. In this role, she is responsible for the people, platforms and back-office services that support Baird’s financial advisors’ wealth management practices.

As part of the PWM Leadership Team, Laura is involved in various strategic initiatives in support of Baird’s overall wealth management platform. Additionally, she serves as a member of Baird’s Executive Committee.

Laura obtained a bachelor’s degree in economics from Trinity College and a master’s degree from the University of Chicago Booth School of Business. She is a Chartered Financial Analyst and CFA Society of Milwaukee member.