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
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...
Darren C. Dewing
Financial Advisor
Christy Peterson
Assistant Vice President | Senior Client Specialist
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....
Extended Team
Tim Steffen
Director of Advanced Planning
Scott Grenier
Manager, Tax & Estate Planning
Jason Spitz
Business Owner Solutions Vice President
Laurence Kluth
Manager, Equity Compensation Planning
Jaleigh White
Director of Baird Family Wealth
Erica Kroll
Insured Solutions Consultant
Jeannette Haen
Education Planning Consultant