Kelly Lagore

Financial Consultant

(262) 923-5129

lagorek@svaplumb.com

Brookfield Office

Video Bio

AREAS OF EXPERTISE

Comprehensive Financial Planning
Asset Management

Kelly is a Financial Consultant with SVA Plumb Wealth Management, LLC.

Through consistent financial planning, Kelly works to help clients achieve their financial goals, whether it be saving for college, planning for retirement, or wealth preservation for the next generation. She enjoys the personal relationships she develops with clients and works to build a strong level of trust with them.

Education

University of Notre Dame - Bachelor of Arts - Economics
University of Notre Dame - Bachelor of Science - Electrical Engineering

Professional Memberships/Affiliations/Activities

The Gathering Meal Program - Volunteer
Next Door Foundation - Volunteer
Read With Me Program - Volunteer
Hunger Task Force - Volunteer
Notre Dame Club of Milwaukee - Member

Civic/Community Involvement

Kelly enjoys volunteering with various organizations including The Gathering Meal Program, Next Door Foundation and the Hunger Task Force. She is also a member of the Notre Dame Club of Milwaukee.

Personal

Kelly has been married for over 20 years to Albert and they have one son and four daughters. In her spare time, Kelly likes to read, walk/hike and attend her children’s various activities.

Kelly is a Financial Consultant with SVA Plumb Wealth Management, LLC. Through consistent financial planning, Kelly works to help clients achieve their financial goals, whether it be saving for college, planning for retirement, or wealth preservation for the next generation. She enjoys the personal relationships she develops with clients and works to build a strong level of trust with them.

The following is a partial list of the topics Kelly covers:

Planning For Retirement

Evaluating income, investment assets and personal goals
Charitable giving strategies
How long will your next egg last?

Women: Financial Strategies for Success

Developing a clear picture of your financial situation
Implementing investment strategies to reach your goals
Organizing estate planning documents to ensure you and your dependents are protected