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Our team bios are available below. Find out about the client-focused service for which The Holzrichter Morrison Group is so well known. Contact us today to explore a partnership

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...

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Jay E. Morrison, CFP®

Senior Vice President


Jay has over 20 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...
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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...

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Dawn Gengler

Senior Client Specialist


Dawn is passionate about client service and care! She joined the Holzrichter Morrison Group in February 2014 and has over 20 years of experience in providing exceptional customer service to clients in both the health care and financial...
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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...

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