Professionals


Kelly Lagore - CFP®

Financial Consultant

phone (262) 923-5129
email Brookfield Office

AREAS OF SPECIALTY

  • Comprehensive Financial Planning
  • Asset Management

Kelly is a Financial Consultant with SVA Wealth Management.

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

  • Hunger Task Force - Volunteer
  • Notre Dame Club of Milwaukee - Board Member 
  • Financial Planning Association - Member

Civic/Community Involvement

Kelly is a board member of the Notre Dame Club of Milwaukee.

Personal

Kelly has been married to Albert for over 25 years and they have one son and four daughters. In her spare time, Kelly likes to read, walk/hike, and travel.

Kelly is a Financial Consultant with SVA Wealth Management. 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

Kelly has spoken to audiences at:

  • SVA educational events