Executive Director, Baird
Founding Member, The Dahlberg Group
I started my career with Baird as a Financial Advisor in 1987. As the founding member of The Dahlberg Group, I set high standards for myself and our team, with an emphasis on the importance of quality service. Currently, I serve as the Executive Director for Baird’s Private Wealth Management business. While my role has evolved, the mentorship and guidance I provide to the team remains unchanged. We continue to measure the team’s success by how satisfied our clients are with our service and guidance.
Over the years I have been involved in several charitable organizations, including The Ronald McDonald Children's’ Charities and Stateline Youth Sports.
Sean Knott, QPFC
I joined The Dahlberg Group and Baird in 2012. I earned my bachelor’s degree from the Hugh Downs School of Human Communication at Arizona State University. I help our clients define and execute life goals during retirement years in addition to building comprehensive financial plans. We also help develop a customized income strategy for our clients transitioning into retirement.
I serve my community through various boards including: Janesville Morning Rotary, Junior Achievement of Rock County, and also participate with other local charitable groups.
My wife Jillian and I reside in Janesville with our son, Thomas, and three daughters, Caroline, Lydia and Sydney. I enjoy being active in golf, basketball, and the outdoors, as well as spending time with my family.
Senior Vice President
I began my career with Baird in 1997. My areas of focus include working with individuals and families to define their priorities and partnering with them to help attain their goals, for themselves and their legacy.
I am active with local organizations such as United Way, Junior Achievement, Rock County Historical Society and the LPGA Amateurs WI/IL Stateline Chapter.
My husband Jim and I have been lifelong residents of the Janesville area and have 2 children, Kevin and Jenna, both currently college students. In my free time I enjoy spending time with my family, golf, curling and travel.
I joined The Dahlberg Group and Baird in 2017. I attended the University of Wisconsin-Eau Claire where I received my bachelor’s degree in business management and a minor in finance. Prior to joining the team & Baird, I worked in the electrical industry as an electrical manufacturer representative.
I grew up in Beloit, my wife Tara and I currently reside in Cottage Grove. In my free time I enjoy outdoor activities including hunting, fishing, biking, golfing, and snowboarding.
Elizabeth Bergmann, CFP®
Client Service Lead
I joined Baird and The Dahlberg Group in 2008. I graduated Summa Cum Laude from University of Wisconsin-Whitewater with a bachelor’s degree in Fetinance 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.
I have been the financial service industry for several years and I joined The Dahlberg Group in June 2018. I earned my bachelor’s degree from the University of Wisconsin-Whitewater. I am currently studying for my FINRA Series 7 and 66 licenses. My focus is on quality customer service for our clients.
My husband Dave and I grew up and live in Janesville. I enjoy gardening, traveling, and spending time with family and friends. I am very involved in the community and attend many local events.