Daniel J. Holzrichter CPM®
Director | Portfolio Manager
Dan prides himself on his disciplined and decisive approach to investing and life. These traits were instilled in him during his four years at the United States Naval Academy in Annapolis, Maryland, where he was also a mainstay on the...
Jay E. Morrison, CFP®
Senior Vice President
John S. Den Beste
Financial Advisor
John has always had a passion for helping people and loves helping clients navigate the complex world of finance and investing. John believes in providing highly personalized, knowledgeable and objective advice to clients. While he...
Dawn Gengler
Senior Client Specialist
Cathi Swan
Client Specialist
Cathi joined Baird and the Holzrichter Morrison Group in 2017, bringing a wealth of experience in the financial industry. A life-long Sioux City resident, she holds a Bachelor’s Degree in Accounting from Morningside College with...
