Awards and Accolades

We're Driven to Succeed as a Team and Your Partner in Finance

Throughout our careers, The Dempsey Fritz Haskell Gerwe Group has received recognition and accolades that attest to our success both at Baird, among the clients we serve and within our community. We are grateful to our clients, families and colleagues for their continued support.

Team Accolades

Best-In-State Wealth Advisors 2022, 2023, 2024, and 2025

The Forbes Best-In-State Wealth Advisors list spotlights more than 5,000 advisors around the country.

Forbes/SHOOK research recognizes Mike Dempsey and Mickey Fritz as Best-In-State Wealth Advisors for 2025.

Mike Dempsey and Mickey Fritz were ranked on the 2025 list for Kentucky, published April 8th, 2025. Rankings based on data as of June 30, 2024

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Best-In-State Wealth Management Teams 2022, 2023, 2024, and 2025

The Forbes Best-In-State Wealth Management Teams list features experienced teams with proven track records of success.

The Dempsey Fritz Haskell Group was ranked on the 2025 list, published January 9th, 2025. Rankings based on data as of March 31, 2024.

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Baird Branch of the Year 2023

The Northern Kentucky Branch was honored as Branch of the Year at this year's Toast of Baird awards. We credit the collaborative and competitive environment along with associates who support each other every day.

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Team Certifications and Designations

Members of our team hold one or more of the following designations, reflecting our commitment to excellence and expertise in wealth management.

CPA Designation

The Certified Public Accountant (CPA) designation is a highly respected credential for accounting professionals in the United States. It signifies that an individual has met rigorous education, examination, and experience requirements and is licensed to provide services such as auditing, tax preparation, financial analysis, and consulting.

CFP® Designation

The Certified Financial Planner (CFP®) designation is a prestigious certification awarded by the CFP Board to financial professionals who meet rigorous education, examination, experience, and ethics requirements. It signifies expertise in comprehensive financial planning, including areas like investment, tax, retirement, estate, and insurance planning.

CSSC Certificate

A Certified Structured Settlement Consultant (CSSC) has gone through a rigorous qualification program focused around a variety of topics and issues that directly relate to daily structured settlements business.

CPWA Designation

The Certified Private Wealth Advisor® (CPWA®) designation is an advanced certification for financial professionals who serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Offered by the Investments & Wealth Institute, it equips advisors with specialized knowledge in areas like tax strategies, estate planning, wealth transfer, and family dynamics.

QPFC Designation

The Qualified Plan Financial Consultant (QPFC) designation is awarded by the National Association of Plan Advisors (NAPA) and is designed for financial professionals who specialize in retirement plan consulting. It demonstrates expertise in fiduciary services, plan administration, compliance, investments, and ethical standards related to employer-sponsored retirement plans

JD

The Juris Doctor (JD) is a professional graduate degree in law. It typically requires three years of full-time study and is the standard credential for those seeking to become licensed attorneys. The JD curriculum covers core legal subjects including Estate Planning.

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