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The DBD Group

Your choice for financial services.

Where do you want to go? We'll get there, together.

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our Team

Brian Donnelly

Brian Donnelly, CFP®, CDFA®

Director | Branch Manager

608-373-7912

608-373-7950

Richard Braun

Richard J. Braun, CFP®, ChFC®, CASL®, CLU®

Financial Advisor

608-373-7928

Dawson Dahlberg

Dawson Dahlberg

Financial Advisor

608-373-7915

Hannah Campbell

Hannah Campbell

Client Specialist

608-373-7924

Debra Cerny

Debra Cerny

Assistant Vice President | Senior Client Specialist

608-373-7921

Why Baird?

Wealth Management is a relationship between you and a trusted financial partner – someone who understands your priorities and values and has a personal interest in seeing you attain the future you want for yourself and those closest to you. 

At Baird, we take that relationship personally. That’s why we strive to provide you with all the advice, services and resources you need to make the best decisions for your future. 

News & Insights

News & Insights

The latest market and planning insights from Baird’s financial specialists.

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Services

Services

The trust that’s so crucial to what I do for you is something I take very seriously. 

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Divorce Specialist

Divorce Specialist

Assistance with Divorcing Individuals

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About Baird

About Baird

In Baird, we have a partner with world-class resources and expertise who shares our passion for wealth management.

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IRA Withdrawals: Timing Is Everything

IRA Withdrawals: Timing Is Everything

What to consider before taking a withdrawal from your IRA.

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