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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

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


Roger Gervais, CFA® Photo
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Roger Gervais, CFA®

Senior Investment Consultant

Roger Gervais, CFA®

Senior Investment Consultant

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®
  • 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
J. Bary Morgan, CFA® Photo
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J. Bary Morgan, CFA®

Managing Director

J. Bary Morgan, CFA®

Managing Director

262-240-3512
bmorgan@rwbaird.com

My role at The Gervais Group…

Is to help individuals and families make smart financial decisions so they can build and protect their wealth over time. We work for each client as if they are our own family and strive to build long-term, multi-generational relationships built on trust and reliable client service.

Our investment approach of “institutional thinking for individual investors” brings the rigor and sophistication that typically characterizes institutional portfolio management for affluent families.

I do what I do because…

I have an interest in financial literacy and investments due to experiencing the impact of poor financial decisions during my formative years. I believe that our childhood stories and family dynamics continue to reverberate through time. These waves impact how we engage with money and make financial decisions. If we can become more aware of how our stories influence us — while also educating ourselves on key financial concepts — we can consistently make wise decisions. Better decision-making can contribute to building (and maintaining) long-lasting financial freedom.

Outside of work, I love…

To actively appreciate the beauty of the outdoors. I enjoy hiking and skiing in the majestic mountains of Colorado. To engage my body and clear my mind, I do yoga and ride my bike. Doing any of these activities with my wife and three children is an added bonus.

My education and certifications…

  • Chartered Financial Analyst®
  • Louisiana Tech University: Bachelor’s degree in Finance (summa cum laude)
  • Kelley School of Business at Indiana University: Master’s degree with a concentration in Finance and Investments
  • Passed CPA exam in 1989

I stay connected with my community…

Through these three wonderful organizations:

  • Next Door Foundation
  • Serenity Inns
  • Training Ground
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 36 years 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 Warren Photo
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Kelly Warren

Client Specialist

Kelly Warren

Client Specialist

262-240-3535

kwarren@rwbaird.com 

My role at The Gervais Group…

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


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…

  • FINRA Series 7 and 66 licenses
  • Trinity International University: Bachelor’s degree in Business with a concentration in Management (summa cum laude)
Heather Terpstra Photo
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Heather Terpstra

Client Assistant

Heather Terpstra

Client Assistant

262-240-3549
hterpstra@rwbaird.com

My role at The Gervais Group…

Heather assists with events, daily paperwork, and account maintenance. She most enjoys building relationships and supporting the team’s clients. 

I do what I do because…

I hope every client I assist, every adviser I support, and every co-worker I collaborate with, is better off for having met me.  

Outside of work, I love…

To spend time with my family - the people I love. I am passionate about volunteering in my children's school district and in the community we call home.   

My certifications…

  • FINRA Series 7 license 
Bruce Bittles Photo
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Bruce Bittles

Chief Investment Strategist

Bruce Bittles

Chief Investment Strategist

Bruce Bittles offers stock market analysis to Baird’s retail, institutional and corporate clients, in addition to being a member of Baird’s investment policy and stock selection committees.

Joining Baird in 2002, Bruce began his investment career as a head trader at the options trading firm of Thomas, Haab and Botts in New York City for almost a decade. Then, in 1974, he joined J.C. Bradford & Company to establish and head the options department.

A few years later in 1985, Bruce joined Bradford’s research department, where he was partner-in-charge of market strategy until the company was acquired by PaineWebber in 2000. He obtained both his bachelor’s degree in business and master’s degree in economics and finance from Fairleigh Dickinson University.

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.

Erica Kroll, CLU® Photo
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Erica Kroll, CLU®

Insurance Specialist

Erica Kroll, CLU®

Insurance Specialist 


Erica Kroll joined Baird in 2003 and has 11 years of experience in the financial services industry. As the insurance specialist, she assists financial advisors with insurance-based planning and wealth transfer techniques to help complement and protect their clients’ overall financial plan.

Prior to joining Baird, Erica was an executive assistant to the life insurance director and annuity director of Banc One Insurance Services. She holds the FINRA Series 6 license, Wisconsin life and health insurance licenses and is Certified in Long-Term Care (CLTC®).

Brian Ellenbecker, CFP®, CPWA® , CIMA® Photo
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Brian Ellenbecker, CFP®, CPWA® , CIMA®

Senior Financial Planner

Brian Ellenbecker, CFP®, CPWA®, CIMA® 

Senior Financial Planner


Brian joined Baird in March of 2005.  As a senior financial planner for Baird, Brian serves in a training role, helping Financial Advisors understand the benefits of incorporating financial planning into their practice and using the tools Baird has available to create meaningful proposals for their clients.

Brian earned his bachelor’s degree in Finance from Marquette University in 2000.  Brian is a Certified Financial Planner® practitioner, a Certified Private Wealth Advisor® and a Certified Investment Management Analyst®, and is a member of the Financial Planning Association, where he serves on the Symposium Planning Committee, and the Investment Management Consultants Association.  In 2015, Brian was awarded a seat on the Medical College of Wisconsin Cancer Center’s Advisory Board. .

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.