Your Team of Specialists
Because, when it comes to teamwork, the whole is greater than the sum of its parts.
Often when financial advisors form a team, they share client fee revenues but each advisor involved remains, essentially, a generalist serving all the needs of his or her respective clients. While this approach may have some advantages for advisors, we at the GB Group believe the true value of teamwork lies in the ability to specialize and pool our diverse talents and expertise to collaboratively serve you on a more comprehensive and deeper level.
Our team is built on the collective expertise of our lead members, who average more than 25 years of financial industry experience guiding clients like you. In addition to specializing in vital areas such as estate planning, investment management, financial planning and risk management, all of our partners have pursued advanced certifications and accreditations to help ensure the advice we provide represents the very best our industry offers.
We believe the true value of teamwork lies in the ability to specialize and pool our diverse talents and expertise to collaboratively serve you on a deep and comprehensive level.
Craig T. Darling, CFP®, CIMA®
Senior Investment Consultant
Craig T. Darling began in the financial services industry in the research department at Baird in 1995, moving to Smith Barney to become a Financial Advisor in 1999. Craig then rejoined Baird in May, 2009. Craig attended the University of Wisconsin-Madison, where he received a Bachelor of Science degree and played competitively on the men’s golf team. Craig has continued his education, earning his CERTIFIED FINANCIAL PLANNER™ certification in 2006 and Certified Investment Management Analyst (SM) designation in 2008. He earned his title as Senior Investment Consultant by completing Baird's Investment Consultant Program at the University of Chicago Booth School of Business. This program is led by professionals from Baird and other industry firms and involved a five-day course of study, included an intense focusing on the needs of clients who are going through major life transitions.
Craig was honored as a 2018 inductee into the Notre Dame Academy Athletic Hall of Fame. Craig is on the boards of Notre Dame Academy, St. Matthew's Church and Greater Green Bay Community Foundation. Craig enjoys spending time with his family, golfing and fishing. He and his wife, Megan, have three children, Patrick, Madeline and Ryan, and reside in Allouez.
Jeff J. Kinziger, CFP®
Jeff J. Kinziger began his career in financial services in 2000. He served clients as a Financial Advisor with Smith Barney before becoming part of the Baird team in May of 2009. Jeff earned his Bachelor of Arts degree from Lawrence University in 1996 and earned his CERTIFIED FINANCIAL PLANNER ™ certification from the College for Financial Planning in 2006.
Jeff was honored as a 2018 inductee into the Lawrence University Athletic Hall of Fame. Currently Jeff is the President of the De Pere Basketball Booster Club Board and previously served on the parish council of his home parish of St. Francis Xavier in De Pere. Jeff resides in De Pere with his wife, Krista, and their three sons, Jake, Johnny and Zach. He spends most of his free time coaching and supporting his son’s athletic teams.
Jeffrey E. Puissant, CFP®, CPWA®
Senior Investment Consultant
Jeffrey E. Puissant has been in the insurance industry since 1989. He transitioned to the investment industry and became a Financial Advisor in 1997. A graduate of Concordia University, Jeffrey received his Bachelor of Science degree in Business Management and Communications graduating Cum Laude. Jeffrey continued his education with the College for Financial Planning, earning his CERTIFIED FINANCIAL PLANNER™ certification, and with IMCA and the University of Chicago Booth School of Business earning the Certified Private Wealth Advisor(SM) certification. He earned his title as Senior Investment Consultant by completing Baird's Advanced Investment Counsel Program (AIC Program) at the University of Chicago. The program involved a multi-day course of study focusing on the needs of clients who are going through major life transitions.
Jeff and his wife, Nola, raised their three sons in the Howard Suamico community where Jeff remains an advisor to the Howard Suamico Education Foundation. They recently transitioned to living full time at their home on Shawano Lake. Jeff is a board member of the Shawano Area Waterways Management and the Estate Planning Council of Northeast Wisconsin. He was a previous board president of the Green Bay Area Youth Hockey Association.
Patrick E. Hogan, CFA
Patrick E. Hogan has been in the investment industry since 1985. Patrick’s primary responsibility with The GB Group is to oversee the various investment strategies we offer and manage our discretionary portfolios. He came to Baird in 2007 after serving for seven years as an Investment Manager with a mid-western trust company where he managed investments for both institutional accounts and high net worth families. He also co-managed an equity-income fund and was responsible for research of external managers. Previously, Patrick spent five years as Director of Mutual Fund Research for A.G. Edwards in St. Louis, MO and was a member of the firm’s Investment Strategy Committee which set the asset allocation guidelines for the firm. Patrick earned his Chartered Financial Analyst designation (CFA) in 1996 and is a 1985 graduate of the University of St. Thomas with BA in Business Administration/Finance.
Patrick, a native of Green Bay, resides in his hometown with his wife and two children. He serves on the Investment Committee for the Greater Green Bay Community Foundation and is a member of the Notre Dame Academy basketball coaching staff. Fishing and golf are among the many hobbies Patrick tries to squeeze into his free time.
Teresa M. Bray, ChFC®
Senior Investment Consultant
Teresa M. Bray has been in the securities industry since 1985. She has obtained several industry licenses and has held various positions, including Operations Manager and Assistant Branch Manager. Teresa completed Baird's Investment Consultants Program at the University of Chicago. This program, led by professionals from Baird and other industry firms, involved a five-day course of study focusing on the needs of clients. In 2015 Teresa successfully earned the Chartered Financial Consultant (ChFC®) designation.
She has lived in Green Bay for 40 years and is active in her various community activities, currently a member of The Lady Bug Garden Club, serving as president in 2018-2020. She also previously served on the Board for Scholarships Inc. Teresa and her husband, Mike, reside in Allouez, where they raised their three children, Stephanie, Rachel and KC.
Lindsey M. Kabat, CFP®
Lindsey M. Kabat has been working in the financial services industry since 2007. She served clients as a Financial Planning Associate with Smith Barney before joining Baird in May of 2009. Lindsey graduated from St. Norbert College, where she earned a Bachelor of Business Administration degree, with an emphasis in Finance and a minor in Mathematics. In 2011, Lindsey successfully earned her CERTIFIED FINANCIAL PLANNER™ certification.
Lindsey and her husband, Aaron, reside in Allouez with their three young daughters. In her time away from the office, Lindsey enjoys traveling, the outdoors and time with her family. She is actively involved with the Optimist Club of Green Bay, the LPGA Amateur Golf Association – Fox Cities/Green Bay Chapter and her daughter’s local Girl Scout troop. She currently serves on the board for the Optimist Club of Green Bay Foundation.
Eric M. Nelson, CFP®
Eric M. Nelson started his career at Baird in 2015. Prior to working in the investment industry, he was an Assistant Professor of Mathematics at Hobart & William Smith Colleges. He holds Mathematics degrees from Butler University (B.S.) & Colorado State University (M.S. and PhD). Eric passed the series 7 & 66 securities licensing exams in 2015 and 2016. In 2017, Eric successfully earned his CERTIFIED FINANCIAL PLANNER™ certification.
Eric, a native of Neenah, resides in Green Bay. Sailing, hiking, and cross-country skiing are among his many outdoor hobbies.
Melissa A. Barry
Assistant Vice President
PWM Team Client Service Lead
Melissa A. Barry started her career at Baird in 2002 in the Performance Monitoring Department and transitioned to Milwaukee Private Wealth Management in 2008. Melissa relocated to the Green Bay area in 2012 and joined The GB Group. Melissa graduated from St. Norbert College, earning a Bachelor of Business Administration degree, with a minor in Mathematics and an emphasis in Finance. Melissa passed the series 7 & 66 securities licensing exams in 2005 and 2008.
Melissa and her husband Steve, live in De Pere with their daughters Breah and Ivy. In her free time, Melissa enjoys volunteering at their daughters' school and keeping them active in dance, soccer, tennis and golf. She also enjoys spending summer weekends at their family cottage on Legend Lake with her family.
Kari M. Van Lanen
Assistant Vice President
Senior Client Specialist
Kari M. Van Lanen has been in the financial services industry since 2003. She began her career at Smith Barney in 2003 and joined Baird in May 2009. Kari passed the series 7 & 66 securities licensing exams in 2005.
Kari and her husband, Matt, reside in De Pere Wisconsin with their two daughters Charley and Parker. She spends her time outside of work by being closely involved with her daughters’ school activities, assists in school marketing and enjoys the outside activities like coaching soccer. In her spare time, Kari and her family enjoy traveling to the Minocqua area each summer. Being outside every chance she gets is a priority and she absolutely loves seeing and living the world through her daughters’ young eyes.
Lisa A. Guns
Lisa A. Guns started her career in the financial services industry in 1992. Her career began at Piper Jaffray in 1992, then leaving to join Baird in 2006.
Lisa and her husband Jim, live in Greenleaf with their children Taylor and Evan. Lisa volunteers with the St. Clare Youth Group at their parish. In her free time, Lisa enjoys spending time with her family, either at one of their sporting events or other local events.
Mary B. Mehlberg
Senior Client Specialist
Mary B. Mehlberg joined The GB Group in January of 2014. She has been in the financial and banking industry for more than 21 years. She graduated from NWTC in 2015 with an Associate Degree in Business Management. Mary passed the series 7 & 63 securities licensing exams in 2006, series 24 in 2011 and has her Life and Health Insurance licenses.
Mary grew up in Green Bay and currently resides in De Pere. She has two children, Dean and Sara. Mary has been involved with the events committee at Golden House to help raise funds for victims of domestic violence as well as volunteering her time annually for the YMCA ski sale.