Dan graduated from Marquette University with a Bachelor’s Degree in Finance and has been a Financial Advisor with Baird since 1990. Over the past 30+ years, he has modeled his practice to embrace a consultative approach to comprehensive wealth management and is now a Managing Director and Senior Investment Consultant. Leveraging Comprehensive Financial Planning as the cornerstone of his business, Dan specializes in high net worth individual investors, closely held businesses and non-profit organizations. Dan serves on many Baird committees and he has been a shareholder of Baird since 1994.

In addition to completing Baird's Investment Counsel Program held at the University of Chicago, Dan also holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by Investment Management Consultants Association® (IMCA®) and taught in conjunction with The University of Chicago Booth School of Business. This certification has been an extension and reinforcement of Dan’s knowledge on sophisticated estate, tax and investment issues. He holds his FINRA Series 7, Series 9 & 10, Series 63 and Series 65. Dan believes that participating in advanced education is crucial in staying current on the ever-changing needs of his clients and complements the knowledge that comes with 30+ years of experience.

Dan and his wife Mary Pat reside in Mequon and have four grown children. He has been an active member of his community and enjoys skiing, biking, swimming, music and spending time with his family.

• Certified Private Wealth Advisor® (CPWA®)
• Forbes 2023-2025 Best-In-State Wealth Management Team¹
• Forbes 2021-2025 Best-In-State Wealth Advisor²
• Member of the Investments & Wealth Institute®
• 2004 Baird's Investment Consultant Program held at the University of Chicago Graduate School of Business
• FINRA Series 7, 9, 10, 63 and 65 License holder
• Life and Health Insurance Licensed
• 2009-2013 Branch Office Manager, Baird North Shore
• 1995-2024 Baird Study Group
• 1999, 2001-2024 Toast of Baird
• Recipient of the Baird Legacy Award 2010-2024
• 1999 Premier Partnership Award

1   Forbes “Best-in-State Wealth Management Team” 2025 was published on January 9, 2025.  Rankings based on data as of March 31, 2024.

Forbes “Best-in-State Wealth Management Team” 2024 was published on January 9, 2024.  Rankings based on data as of March 31, 2023.

Forbes “Best-in-State Wealth Management Team” 2023 was published on January 12, 2023.  Rankings based on data as of March 31, 2022.

2 Forbes “Best-in-State Wealth Advisors” 2025 was published on April 8, 2025. Rankings based on data as of June 30, 2024.

Forbes “Best-in-State Wealth Advisors” 2024 was published on April 3, 2024. Rankings based on data as of June 30, 2023.

Forbes “Best-in-State Wealth Advisors” 2023 was published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes “Best-in-State Wealth Advisors” 2022 was published on April 7, 2022. Rankings based on data as of June 30, 2021.

Forbes “Best-in-State Wealth Advisors” 2021 was published on February 11, 2021. Rankings based on data as of June 30, 2020.

Grace has been with Baird for eight years and joined our team in February 2022. Prior to joining the team, Grace was a Team Client Service Lead for the Client Resource Group in Baird’s Milwaukee office.

Along with Brady, Grace is responsible for the day-to-day management of operational functions for the team. Within this role, she handles the processing of new accounts, asset transfers, money disbursements and responding to general client requests.

Grace graduated from Indiana University with a business degree in 2017. She currently holds her FINRA Series 7 and 66 licenses, Life and Health Insurance licenses, and is also a Notary Public.  Grace and her husband Jonah have three kids and live in Thiensville, Wisconsin.  Outside of work, Grace enjoys spending time with family, cooking and summers in the U.P.

• Series 7/66 FINRA (NASD) Licensed
• Life and Health Insurance Licensed
• Notary Public

Brady came to Baird in 2024 and joined our team in 2025.  Prior to joining The Hawley Group, Brady was a Client Specialist Essentials Associate for the Client Resource Team in Baird’s Milwaukee office.

Along with Grace, Brady is responsible for day-to-day operational functions for the team.  Within this role, he handles the processing of new accounts, asset transfers, money disbursements and responding to general client requests.

Brady graduated from Georgetown University with a political science degree, along with a graduate certificate from the University of Nebraska Lincoln.  He currently holds his FINRA Series 7 license.  Prior to Baird, Brady was a long snapper and defensive end for the Hoyas and Huskers, ultimately leading him to training camp with the NFL’s Houston Texans. Outside of work, Brady enjoys spending time with family, working out, and Green Bay Packer football!

• Series 7/66 FINRA Licensed