What many people don’t expect when they work with us — we’re human too. We’ve all made our fair share of mistakes in this world; many of these mistakes helped us become the competent advisors we are today.
Without these lessons, we would be left referencing textbook material and subjective news commentary, and that’s no way to run a business. Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.
Senior Investment Consultant | Managing Director
With 20 years as an investment professional, Greg is a Managing Director and Senior Investment Consultant with Baird. He specializes in managing wealth for families, professionals, and business owners. Greg and his group provide comprehensive retirement planning, estate planning, and investment management by utilizing Baird’s unique consultative approach. Credentialed with the Qualified Plan Financial Consultant designation, developed by the American Society of Pension Professionals and Actuaries (ASPPA), Greg is regarded as an expert in the highly specialized retirement plan industry.
Greg graduated Magna Cum Laude with a bachelor’s degree in finance with an emphasis on economics from Valparaiso University. He earned Academic All-American Honors for his performance and achievements on and off the football field. Greg also completed the Investment Consultant Program sponsored by Baird at the University of Chicago’s Graduate School of Business.
Throughout his career with Baird, Greg has earned numerous recognitions. He is a current member of the Baird Chairman’s Club and is recognized as one of Baird’s ‘Top 10’ Financial Advisors. Other past recognitions include Baird’s Presidents Club and Rookie Partner of the Year.
Greg is an active community member, currently on the board of Gathering on the Green and a member of Rotary. He served as President of the Saukville Chamber of Commerce, Mequon-Thiensville Rotary, and Phi Delta Theta Milwaukee Alumni Association. Greg resides in the Town of Grafton with his wife, Carrie, son, Oliver, and daughter, Lena.
Vice President | Associate Financial Advisor, PWM | Financial Planner
Gil celebrated seven years with The Sommersberger Group and a decade at Baird in 2020. He is a Vice President with Baird and an Executive Council qualifier. His vast insight in financial planning and technology as an Associate Financial Advisor with Baird extends from different roles within the financial industry. He specializes in developing custom financial planning, retirement savings, and distribution strategies. When he is not engaged in a financial plan he focuses his attention on employer retirement plans.
In 2021 Gil was elected as the inaugural co-chair of Baird’s Associate Financial Advisor Council. As part of his role as co-chair of this Baird Leadership Group he will represent a diverse, nationwide collection of his fellow associates while also being a mentor to the next generation of Baird’s financial planners.
He graduated Summa Cum Laude from St. Ambrose University in 2006. Prior to joining Baird in 2010, Gil worked as a Financial Advisor with Edward Jones.
Baird recognized Gil for his exceptional client service in 2013 by awarding him the Blue Chip Client Service Award. He currently resides in Cedarburg with his wife, Sara, son, Gil, and dog, Bear.
Associate Financial Advisor | Financial Planner
Thomas J. Lane (TJ) joined the group in 2019 as an Associate Financial Advisor. As a CERTIFIED FINANCIAL PLANNER™ practitioner, he has extensive experience developing tax-efficient retirement income plans, optimizing investment allocations to align with risk tolerance, and designing long-term asset protection strategies. He monitors legislative and tax law changes that may affect our client base.
Prior to joining the group, Thomas was employed as a Wealth Strategy Associate for UBS Financial Services in Boston, MA. He currently holds his FINRA Series 7 securities license as well as his WI life and health insurance licenses. Thomas graduated Magna Cum Laude from Ithaca College with a B.S. in Business Administration and Finance concentration. He currently resides in Germantown with his wife, Kristina, and son, Jake. In his spare time, he enjoys playing soccer, tennis and golf.
Ashley joined the group in spring of 2021 as a Client Specialist, holding the FINRA Series 7 and 66 Licenses. She is the director of client service for our group. She manages day-to-day operations and is responsible for ensuring an exceptional client experience. This includes handling in-bound requests, delivering our service model, executing account transactions, and planning events.
Ashley grew up in Wisconsin but moved to Arizona to attend Arizona State University. After graduation she began her financial career at Moors & Cabot before joining Baird in their Phoenix branch in 2015.
Ashley currently resides in Waukesha. She enjoys spending time with friends and family, traveling, hiking with her puppy, Woodson, and cheering on the Packers.
Gunner joined the Sommersberger Group in 2022. He manages the daily operations and services for the team. He coordinates retirement income distributions, account transactions and schedules review meetings to build long-lasting relationships with clients and their families.
Gunner graduated from Concordia University with a B.S. in Business Management and a Psychology minor in May 2022. During his time at Concordia, he served as the head student worker for the psychology department assisting with academic research, helping students plan their academic careers, and assisting in various service projects.
Gunner currently lives in Grafton with his partner Casey and their dog Kodak. In his free time, he is an avid outdoorsman and travels to various National and State Parks for hiking and photography.
Michelle began her career at Baird in March 1992. In between raising a family and assisting with family businesses, she has held several positions in Asset Management and Private Wealth Management. She joined the group in September 2022 and currently works part-time assisting with client service and scheduling.
Michelle currently lives in West Bend with her husband Roger and has two grown sons. In her free time, she enjoys walking, biking, and traveling.