Lori Gervais earns national recognition on listing of ‘Top Wealth Adviser Moms’

By News Graphic Staff

Oct. 31, 2017

MEQUON — Lori Gervais, director with The Gervais Group at Baird, has been selected as one of the individuals on the first-ever “Top Wealth Adviser Moms” list released by Working Mother magazine and SHOOK Research.

“We are proud to honor working mothers who are the best and brightest financial advisers in the U.S. And the moms have found that the flexibility and entrepreneurial career path play to their strengths in building a lucrative career and raising a family,” said Subha Barry, senior vice president and managing director of Working Mother Media, in a news release.

RJ Shook, president of SHOOK Research, added: “These advisers treat their clients like their own families; they are dedicated to helping these families reach their goals and dreams for the future. I would hire any of them to work with my family.”


The Gervais Group is located at 1539 W. Market St. in Mequon.