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With over 80 years of combined financial services experience, The Morrisey Dewing Group is multi-generational, each with different perspectives and expertise. This allows us the ability to connect and relate with all clients, no matter their background or generation they grew up in.

Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always.

Meet Our Team

Daniel J. Morrisey, CFP®

Director | Senior Investment Consultant

(262) 631-5020

dmorrisey@rwbaird.com

Dan Morrisey, CFP®, has more than 28 years of experience helping individuals, families, business owners, foundations, and non-profits with asset allocation and long-term planning and analysis. He focuses on sound investment advice...

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Darren C. Dewing

Financial Advisor

(262) 631-5005

ddewing@rwbaird.com

Darren is a financial advisor with over 26 years of financial services experience and a passion for helping clients work towards financial independence. He has been honored to join the firm where he was a successful client for the past...
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Christy Peterson

Assistant Vice President | Senior Client Specialist

(262) 631-5025

cjpeterson@rwbaird.com

Christy is a Senior Client specialist with the Morrisey Dewing Group. She has been providing individuals, families, and business owners with professional, efficient, and quality customer service since she joined Baird in 1999....

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Extended Team

Tim Steffen

Tim Steffen

Director of Advanced Planning

Scott Grenier

Scott Grenier

Manager, Tax & Estate Planning

Jason Spitz

Jason Spitz

Business Owner Solutions Vice President

Laurence Kluth

Laurence Kluth

Manager, Equity Compensation Planning

Jaleigh White

Jaleigh White

Director of Baird Family Wealth

Erica Kroll

Erica Kroll

Insured Solutions Consultant

Jeannette Haen

Jeannette Haen

Education Planning Consultant

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