Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew us to Baird and remain central to our ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.
Learn more about the client-focused service for which Baird is so well-known. Contact us today to explore a partnership with Baird.
Greg Sommersberger, QPFC
Senior Investment Consultant, Managing Director
With 18 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 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. FORBES ranks Greg as the #10 Best-In-State Wealth Advisor in Wisconsin and he is listed on America’s Top Next-Gen Wealth Advisors List. He is ranked as On Wall Street’s #3 Top Regional Advisor Under 40 and is a founding member of the prestigious 1919 Club. 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.
Gil Cervelli, CFP®
Associate Financial Advisor
PWM Financial Planner
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.
Thomas J. Lane, CFP®
Associate Financial Advisor
PWM Financial Planner
Thomas J. Lane (TJ) joined the team 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. In his spare time, he enjoys playing soccer, hockey, and golf.
Courtney Krogstad, CFP®
Courtney has a background in developing and maintaining an excellent client experience. As a CERTIFIED FINANACIAL PLANNER™ professional, she completed extensive training in multiple areas of financial planning. Courtney holds her Wisconsin life and disability insurance licenses, in addition to the FINRA Series 7 and 66 licenses, and can take stock, bond and mutual fund orders. Please call her with any questions concerning your account, including distributions, deposits, transfers, account forms, estate settlement, and monthly statement reconciliation.
Prior to joining the team in 2017, Courtney began her career in 2007 with Ozaukee Bank and has continued to focus on financial planning; working for other wealth management firms in the Milwaukee area. She earned her bachelor’s degree in Consumer and Family Financial Services, specializing in Financial Planning, from The Ohio State University, Columbus, OH. She is a Mequon native, currently residing there with her husband, Andy, son, Calvin, and dog, Marti.
With over 30 years of business experience and 14 years at Baird, Ann is responsible for preparing client reviews and assists the team with client service, account maintenance and paperwork.
She attended the University of Wisconsin-Madison, where she earned a bachelor’s degree in Accounting, and an M.B.A. in Marketing. She also holds the FINRA Series 7 and 66 licenses, and can take stock, bond and mutual fund orders. Prior to joining Baird, Ann held various marketing and sales positions with The Mark Travel Corporation and other companies.
Ann is a Wisconsin native and has lived in the Mequon area for more than 30 years. In her free time, Ann enjoys fitness and nutrition, traveling, spending time with her family and cheering on Wisconsin’s sports teams, particularly the Badgers.