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 team provide comprehensive retirement planning, estate planning, and investment management by utilizing Baird’s unique consultative approach. Credentialed with the Qualified Plan Financial Consultant (QPFC) 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 Booth 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. FORBES ranks Greg as the #10th Best-In-State Wealth Advisor in Wisconsin.¹ Previously, he was ranked as Barron's Top 1,200 Advisors in America², Financial Plannings’ Top Regional Advisors Under 40³, On Wall Street’s Top 40 Advisors under 40⁴, FORBES Top Next-Gen Wealth Advisors⁵, and is a founding member of the prestigious 1919 Club. 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 Mequon-Thiensville Rotary.  He served as President of the Saukville Chamber of Commerce and Phi Delta Theta Milwaukee Alumni Association.  Greg resides in the Town of Grafton with his wife, Carrie, son, Oliver, daughter, Lena, and dog, Randy

^{1 Greg ranked No. 10 on the 2023 list for Wisconsin. Forbes/SHOOK Research Best-In-State Wealth Advisor published April 4, 2023. Ranking as of June 30, 2022. https://www.forbes.com/lists/best-in-state-wealth-advisors/}

^{2 Greg ranked No. 18 on the 2021 list for Wisconsin. Barron’s Top 1,200 Financial Advisors In America was published on March 12, 2021. Rankings based on data as of June 30, 2021. https://www.barrons.com/advisor/report/top-financial-advisors/1000}

^{3 Greg ranked No. 40 on the 2018 list. Financial Planning was published on Jan 16th, 2018. Rankings based on data as of Sep 30th, 2017. https://www.financial-planning.com/slideshow/top-40-advisors-under-40-2018-edition-31-40}

^{4 Greg ranked No. 3 on the 2019 list. On Wall Street Top Regional Advisor Under 40 was published on Feb 1st, 2019. Rankings based on data as of Dec 31st, 2018.} 

^{5 Greg ranked No. 10 on the 2019 list. Forbes Top Next-Gen Wealth Advisor Award was published on Jul 24th, 2019. Rankings based on data as of Mar 31st, 2019.}

Gil is looking forward to celebrating a decade with The Sommersberger Group in 2023. He is a Senior Vice President and an Executive Council qualifier. Gil joined Baird in 2010. He has a passion for financial planning and technology. He specializes in developing custom financial planning, retirement savings, and distribution strategies. When he is not engaged with clients or 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 Baird associates while mentoring to the next generation of the firm’s financial planners.

Gil was an inaugural recipient of the Associate Financial Advisor All-Star award in 2022. This firmwide recognition acknowledged Gil’s outstanding performance, leadership, client engagement, relationship development and service to his community. In 2013 Gil was also named a Blue Chip Client Service Award winner. This is an honor bestowed upon 2% of Baird associates.

Gil 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.

He currently resides in Cedarburg with his wife, Sara, son, Gil, and dog, Bear. He loves to spend time with his family, travel, and play golf.

Kelley’s mission is to empower individuals and families to achieve financial confidence. She is passionate about education and strives to help clients navigate the complexities of the financial world, while simultaneously building, protecting, and enjoying their wealth.

Kelley joined Baird in 2021 and has a background in consulting. She graduated Cum Laude from Texas Tech University, where she excelled in Track & Field competing in Pole Vault, making numerous appearances at the USATF Outdoor National Championships. Kelley holds the Qualified Plan Financial Consultant (QPFC) designation, allowing her to be an expert in the retirement plan industry.

Kelley is an active community member, currently on the board of Waunakee Neighborhood Connections, a member of Wisconsin Dells Rotary, Wisconsin Dells Visitor Bureau and serving as Chapter Director for Wisconsin Power Partners Wauna-Fo Chapter. She currently resides in Wisconsin Dells with her husband, Blake, and two children, Sloane, and Ari. In her free time, she coaches club volleyball, enjoys golfing, working out, and embarking on family adventures.

Thomas J. Lane (TJ) joined the team in 2019 as an Associate Financial Advisor. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience developing tax-efficient retirement income plans, optimizing investment allocations, and designing long-term asset protection strategies. He monitors the legislative and tax law changes that affect our client base and has extensive knowledge on employer benefits, including equity compensation.

Prior to joining the group, Thomas was employed at UBS Financial Services in Boston, MA. He holds his FINRA Series 7 along with Wisconsin 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, WI with his wife, Kristina, and two children, Jake, and Cassidy. In his spare time, he enjoys playing soccer, hockey and golf.

Ashley joined the group in the 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 inbound 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 Milwaukee with her boyfriend, Brett, and their two dogs. She enjoys spending time with friends and family, traveling, hiking, 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.