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"An investment in knowledge pays the best interest."- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

About Baird

About Baird

We create strategies that are tailored to your goals.

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Our Practice

Our Practice

We're prepared to guide you through life's transitions. 

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Wealth Strategies

Wealth Strategies

We operate our business with ethics and integrity.

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Retirement Planning

Retirement Planning

Let's talk about your investment strategies.

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Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Erik Dahlberg

Erik Dahlberg

Executive Director, Baird Founding Member, 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

Ethan Dahlberg

Senior Vice President, Family Wealth Advisor

608-373-7914

608-373-7950

Elizabeth Bergmann

Elizabeth Bergmann, CFP®

Assistant Vice President, Client Service Lead

608-373-7918

608-373-7950

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