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Cathi Swan

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 a minor in Business Administration. She began her career as a staff accountant for a local CPA firm and transitioned to a position as the accounting and office manager for a privately held firm. Most recently, she worked in the financial office for a local college.

Helping others comes naturally to Cathi. She is a people person who loves really getting to know our clients, and tries to bring “a little sunshine” into all the lives she touches. A stickler for accuracy and details, and enjoys solving problems and helping clients. She coordinates the team’s client review process as well as supports team’s administrative and cash management functions.

Cathi and her husband, Larry, have three children, Levi, Colby and Cora. She dedicates her free time to her family, and is very active in her church. She also volunteers for many other organizations, primarily dealing with school and youth activities.