Cfp® Jeffrey E. Puissant

Director/Sr Investment Consultant - The GB Group - Private Wealth Management

Jeffrey E. Puissant is a Director and Senior Investment Consultant with The GB Group at Baird's Green Bay office, boasting over 25 years of professional experience in the insurance and wealth management industry.

With a CERTIFIED FINANCIAL PLANNER™ certification and Certified Private Wealth AdvisorSM designation, Jeffrey specializes in catering to the financial needs of physician specialists, business owners, professional executives, and affluent families.

Active in the community, Jeffrey serves as an advisor to the Howard Suamico Education Foundation, is a member of the Howard Suamico Optimist club, and a board member of Shawano area Waterways Management.

His involvement extends to past board membership of the Green Bay Symphony and past Presidency at the Green Bay Area Youth Hockey Association.

Jeffrey's areas of expertise with The GB Group include Comprehensive Wealth Management, Retirement Income Planning, Wealth Transfer & Estate Planning, Portfolio Management & Research, Tax Planning, Financial & Retirement Savings Plans, Executive Benefit Planning, Wealth Protection & Risk Management, and Social Security Income Planning.

Jeffrey Puissant studied Bachelor of Science in Management/Communications at Concordia University-Wisconsin.

Previously, he held the position of Senior Vice President/Financial Advisor at Smith Barney.