The Cheney - Epley - Wolbeck Group at Morgan Stanley

Contact Us
The Cheney - Epley - Wolbeck Group


We provide advice on the fundamentals of financial security: accumulation, preservation, and distribution of capital.

Our Story and Services

Our Story

Our team helps people answer the two fundamental questions that everyone has of our industry: Will I make it? and Do I have any financial blindspots? We have found the majority of people we speak with haven't even definited "it!" So the first thing our team does is to sit down and help you define everything you are trying to accomplish with your wealth...with a high degree of specificity. Then we look at everything you're doing financially to determine if what you want to happen actually has a chance to occur. If not, we point out specific challenges and give detailed recommendations to get you on track. Once we've addressed question 1, we move to question 2 and our team takes a 360° look at you financially, to determine if there is anything you might have overlooked that might do you, your family or your business harm. Any risk exposure we uncover will be brought to your attention and our team will provide a rational strategy designed to help mitigate the risk.

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Asset Management
  • Estate Planning Strategies
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Retirement Planning
  • Wealth Management

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



Our team is comprised of some of the most seasoned and well respected investment professionals in the financial industry.  Additionally, our group is consistently recognized by our company for excellence in client service. Doug Cheney has more than 29 years of wealth management experience, Daren Epley has over 23 years of experience, and Patrick J. Wolbeck (PJ) has more than 17 years within the profession. This unique combination provides extraordinary insight and understanding of multiple market cycles, world events and their impact on the economy and markets. Additionally, Daren & PJ are Financial Planning Specialists and PJ is also a Certified Financial Planner (CFP®). This allows us to assist clients with the most complex financial challenges.

Our Clients


Our clients include highly successful corporate executives, professionals, business owners and retirees. We also serve a select group of young "up and comers".

Community Involvement

Community Involvement

Douglas S. Cheney: Peoria Area Youth for Christ Past Chairman of of the Board, Penguin Project Foundation Board, Coalition for Concerned Citizens Advisory Board, St. Jude Volunteer Fundraiser

Daren Epley: Bradley University Braves Scholarship Society, St. Jude Volunteer Fundraiser, Peoria Notre Dame High School Assistant Varsity Baseball Coach

Patrick J. Wolbeck: Volunteer basketball coach for Peoria Park District, Dunlap Recreation and the Christian Center, youth football coach for Peoria Notre Dame



  • Douglas S. Cheney: President's Club: 2010-2016, Master's Club: 2009, Director's Council: 1997, 2004, Chairman's Council: 1998-2003, 2005-2008, President's Council: 1993-1996
  • Daren Epley: Financial Planning Specialist; President's Club: 2009, 2010, 2012, 2014-2016, Master's Club: 2011, 2013, Chairman's Council: 2002-2008, President's Council: 2001
  • PJ Wolbeck: Certified Financial Planner (CFP®), Financial Planning Specialist

Meet The Cheney - Epley - Wolbeck Group


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Cheney - Epley - Wolbeck Group today.

Dow    181.18


Nasdaq    67.83


S&P 500    17.79

Market Information Delayed 20 Minutes

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

CRC 1369093   12/15

Awards Disclosures