Elizabeth Bergmann, CFP®
Assistant Vice President, Client Planning Specialist
I joined Baird and The DKB Group in 2008. I graduated from UW-Whitewater with a bachelor’s degree in finance and currently hold FINRA Series 7 and 66 licenses. In 2015, I earned my Certified Financial Planner™ (CFP®) certification. I collaborate with our advisors to develop comprehensive financial plans and conduct tax return reviews for clients. Additionally, I assist clients with customer service-related requests.
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.