Elizabeth Bergmann, CFP®
Assistant Vice President, Client Service Lead
I joined Baird and The Dahlberg, Knott and Brandt Group in 2008. I graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in Finance and I am currently FINRA Series 7 and 66 licensed. I earned my Certified Financial PlannerTM certification in 2015 and work with our advisors to develop financial plans for clients. I also help with administrative services and related requests for clients of the group.
My husband, Austin, and I reside in Janesville with our dog Hildie. I am involved in the community and volunteer my time through the Baird Gives Back program. In my remaining free time, I enjoy spending time with family & friends, reading, gardening & travel.