SVA PLUMB FINANCIAL PROFESSIONALS



Kelly Lagore

Financial Consultant

phone (262) 923-5129
email lagorek@svaplumb.com
email Brookfield Office
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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
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