Dan prides himself on his disciplined and decisive approach to investing and life. These traits were instilled in him during ....

Jay has over 30 years of experience in assisting individuals, families and business owners in quantifying and meeting their wealth management goals. He began his financial career as a sales assistant 1994, working with Rich Crawford...

John has long had a passion for helping others and enjoys guiding clients through the intricate world of finance and investing. He is dedicated to delivering highly personalized, knowledgeable, and objective advice...

With a background in healthcare and assisting others, Kela brings a wealth of experience of customer service to our team. She joined the Holzrichter Morrison Group in March of 2022.

Damaris is passionate about client service and care! She joined the Holzrichter Morrison Group in September 2024 as a Client Assistant

Zach has always had a passion for serving others. This passion was instilled in him during his youth when he joined the Boy Scouts of America. In 2019, Zach earned the rank of Eagle Scout; the highest award given by the Boy Scouts of...