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 19 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 #8 Best-In-State Wealth Advisor in Wisconsin. He is ranked as On Wall Street’s #23 Top 40 Advisor under 40 and #6 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.
As a Client Assistant, Jordan is the director of client service for our team. 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 team events.
Jordan graduated from Concordia University with a B.S. in Business Management & Finance. She also spent time studying abroad at John Cabot University in Rome and Corvinus University in Budapest. She currently lives in Grafton and enjoys traveling as well as spending time with her family and friends in her free time.
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.