Broker Check

Our Team

Erik Dahlberg

Erik Dahlberg

President, Private Wealth Management, Founding Member of The Dahlberg, Knott and Brandt Group

608-373-7916

608-373-7950

Sean Knott

Sean Knott, QPFC

Director, Family Wealth Advisor

608-373-7911

608-373-7950

Genise Brandt

Genise Brandt

Director, Family Wealth Advisor

608-373-7919

608-373-7950

Ethan Dahlberg, CPWA®

Ethan Dahlberg, CPWA®

Director, Family Wealth Advisor

608-373-7914

608-373-7950

Elizabeth Bergmann, CFP®

Elizabeth Bergmann, CFP®

Assistant Vice President, Client Planning Specialist

608-373-7918

608-373-7950

Extended Team

Laura Ames

Laura Ames

Wealth Strategist

Jim Guckenberg, JD

Jim Guckenberg, JD

Senior Estate Specialist

Mike Burzynski, CPA

Mike Burzynski, CPA

Senior Tax Strategist

Jason Spitz, MBA

Jason Spitz, MBA

Director, Business Owner Solutions

Matt Weith, JD

Matt Weith, JD

Senior Trust Strategist

Melanie Schmieding

Melanie Schmieding

Director of Baird Family Wealth

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