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
Senior Investment Consultant
With 17 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, a five day course of study, at the University of Chicago’s Graduate School of Business.
Throughout his career with Baird, Greg has earned numerous recognitions. In 2004, he was named Rookie Partner of the Year. Greg is a past member of the President’s Club and a current member of the Chairman’s Club. He has been recognized as one of Baird’s “Top 10” Financial Advisors, and is also a founding member of the prestigious 1919 Club. Greg is also recognized by On Wall Street as the #5 Top Regional Advisor Under 40 and ranked #39 on the FORBES America’s Top Next-Gen Wealth Advisors list, #1 for the state of Wisconsin.
Serving as Past-President of the Saukville Chamber of Commerce, Mequon-Thiensville Rotary, and Phi Delta Theta Milwaukee Alumni Association, Greg is an active community member. He is also a member of the Herbert J. Mueller Society . Greg resides in the Town of Grafton with his wife, Carrie, son, Oliver, and daughter, Lena.
Andrea has 5 years of experience in the financial services industry beginning her career with Baird’s Institutional Equities department prior to transitioning to Private Wealth. Through comprehensive financial planning, she partners with families, professionals and business owners to get an accurate picture of their current financial situation. Andrea utilizes personalized investment solutions to help her clients achieve their financial goals.
Andrea graduated Cum Laude with a Bachelor of Science degree in Marketing from the University of Denver.
Andrea is an active member of the greater Milwaukee community, serving on the Mequon-Thiensville Chamber of Commerce’s Ambassador Committee as well as serving as the Chair of the Young Professionals group. She is a member of the Executive Women’s Golf Association and volunteers her time with various non-profits in the greater Milwaukee area, including serving on the board for Big Brothers Big Sisters of Ozaukee County and as an active member of the Mequon-Thiensville Sunrise Rotary.
Andrea resides on Milwaukee’s east side with her yellow lab, Zoe. In her spare time, she enjoys travelling, skiing, biking, reading and spending time with family and friends.
Gil Cervelli, CFP®
Associate Financial Advisor
PWM Financial Planner
Gil’s 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 financial planning, retirement savings, distribution strategies, life insurance, annuities, and employer retirement plans.
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.
Courtney Krogstad, CFP®
Courtney has a background in developing and maintaining client service experiences and a passion for relationship building. As a CERTIFIED FINANACIAL PLANNERTM professional, she has also 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 feel to call her with any questions concerning your account, including check distribution, deposits, transfer paperwork, account forms, estate settlement, and monthly statement reconciliation.
Prior to joining the team in 2017, Courtney began her financial career in 2007 with Ozaukee Bank (now BMO Harris) and has continued a focus on financial planning; working for other wealth management firms in the Milwaukee area. Courtney 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, and dog, Marti.
With over 20 years of business experience and 10 years at Baird, Ann assists the team with client service, account maintenance and paperwork. She specializes in corporate marketing, personal sales, team service and support.
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 20 years. In her free time, Ann enjoys fitness and nutrition, traveling, spending time with her family and cheering on UW Madison’s Badgers football team.