The Holzrichter Morrison Den Beste Group

Dan J. Holzrichter, CPM®

Director-Private Wealth Management

712-234-4050

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® CPWA®

Director-Private Wealth Management

712-234-4043

712-234-4050

jmorrison@rwbaird.com

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 S. Den Beste

Financial Advisor

712-234-4015

712-234-4050

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...

Zach Morrison CFP®

Client Specialist

712-234-4044

712-234-4050

zmorrison@rwbaird.com

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...

Kela Tonga

Client Assistant

712-234-4021

712-234-4050

ktonga@rwbaird.com

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. Originally from a small town in South Dakota, Kela...

Damaris Hernandez

Client Assistant

712-234-4065

712-234-4050

dahernandez@rwbaird.com

Damaris is passionate about client service and care! She joined the Holzrichter Morrison Group in September 2024 as a Client Specialist and is working on getting her SIE certification. She has over 9 years’ experience in providing...