Greg Sommersberger, QPFC

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 ranked Greg as the #10th Best-In-State Wealth Advisor in Wisconsin.¹ 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 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. 5 on the 2026 list for Wisconsin. Forbes/SHOOK Research Best-In-State Wealth Advisor published 1/7/26, rankings based on data as of 3/31/25. https://www.forbes.com/lists/best-in-state-wealth-advisors/}

^{2 Greg ranked No. 15 on the 2026 list for Wisconsin. Barron’s Top 1,200 Financial Advisors In America was published on March 20, 2026. Rankings based on data as of September 30, 2025. 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.}