Broker Check

MEET OUR TEAM

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

712-234-4042

dholzrichter@rwbaird.com

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...

Read more

Jay E. Morrison, CFP®

Senior Vice President

712-234-4043

jmorrison@rwbaird.com

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...
Read more

John S. Den Beste

Financial Advisor

712-234-4015

jdenbeste@rwbaird.com

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...

Read more

Dawn Gengler

Senior Client Specialist

712-234-4065

dgengler@rwbaird.com

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...
Read more

Cathi Swan

Client Specialist

712-234-4044

clswan@rwbaird.com

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...

Read more

Let's Get in Touch

Thank you!
Oops!