Janesville, WI N Parker Drive Office

Richard Braun is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He holds the CFP® and ChFC® designations and has been with Robert W. Baird since 2014. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Elizabeth Bergmann is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2008. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services.

Laura Peterson is a financial advisor with Robert W. Baird & Co. in Janesville, WI, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Agrecol and the Rotary Botanical Gardens. Laura is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing manager- and model-traded strategies along with internal research and tools, including artificial intelligence, to support client advice.

Hannah Campbell is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at Mercyhealth, Golden Years, Inspiration Ministries, Traycee Home Care Inc., and The Dari Company. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and complex investment strategies.

Julie Rumage is a financial advisor at Robert Baird & Co. with 32 years of industry experience. She has been with Robert Baird & Co. since 1993. She holds the Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Debra Cerny is a financial advisor with Robert W. Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Robert W. Baird & Co. since 2006. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Sean Knott is a financial advisor at Robert Baird & Co. in Janesville, WI, with 13 years of industry experience. He has been with Robert Baird & Co. since 2012 and holds a Series 66 designation. Outside of his advisory role, he owns a lake property used for personal and rental purposes. Sean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a variety of investment strategies including traditional and non-traditional approaches.

Brian Donnelly is a financial advisor with Robert Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1996. Outside of his advisory role, he serves as Treasurer for the YMCA of Northern Rock County. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options.

Ethan Dahlberg is a financial advisor with Robert W. Baird & Co. in Janesville, Wisconsin, holding a Series 66 designation and bringing nine years of industry experience. He has been with Robert W. Baird since 2017, following two years at Lakeshore Electrical Sales. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, emphasizing ongoing manager selection and the use of internal research tools in client advice.

Kelly Garrow is a financial advisor at Robert W. Baird & Co. in Janesville, WI, with eight years of industry experience. He holds a Series 66 designation and has worked at Baird since 2019. Prior to that, he held roles at Thrivent Investment Management Inc. and Thrivent Financial, as well as a position at Trinity International University. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody services, using a combination of manager-traded and model-traded strategies supported by internal research and technology.

Genise Brandt is a financial advisor with Robert Baird & Co. in Janesville, WI, holding a Series 66 designation and 25 years of industry experience. She has been with Robert Baird & Co. since 1997. Brandt serves as a board member and secretary for the LPGA Amateurs Stateline Chapter. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse range of clients, including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, and provides municipal advisory and public finance services alongside its investment management capabilities.

Jennifer Schwarze is a financial advisor at Robert W. Baird & Co. in Janesville, WI, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior work includes roles at Bates Financial Group, Bates Financial Advisors, Bates Securities, and Stifel Nicolaus & Co. Inc. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a variety of investment strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management capabilities, supported by internal research and ongoing manager oversight.

Kari Drascic is a financial advisor at Robert Baird & Co. with nine years of industry experience. She has been with Robert Baird & Co. since 2016 and holds a Series 66 designation. Kari is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.

Dawson Dahlberg is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2020, following prior work at North Shore Country Club and a period focused on full-time education. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Derek Greene is a financial advisor with Robert W. Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Robert W. Baird since 2006. Outside of his advisory role, Greene is involved in dog breeding and training and serves as a director for the Boy Scouts of America in Madison, WI. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning, portfolio management, and a variety of investment strategies that incorporate both traditional and non-traditional asset classes.