The Holzrichter Morrison
Den Beste Group
We help simplify your life with financial planning and investment management
The Holzrichter Morrison
Den Beste Group
We help simplify your life with financial planning and investment management
The Holzrichter Morrison
Den Beste Group
We help simplify your life with financial planning and investment management
BEST-IN-STATE
Congratulations to Dan who was recently recognized for the
2026 FORBES Best-In-State Advisor .
BEST-IN-STATE
Recognized as a
2026 FORBES
Best-In-State Wealth Management Team
2026 FORBES BEST-STATE-WEALTH MANAGEMENT TEAM published 4/7/26, data as of 6/30/25
BEST-IN-STATE
Congratulations to Jay who was recently recognized for the
2026 FORBES Best-In-State Advisor .
MEET OUR TEAM
We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service.
Click on a team member below to read their BIO and schedule a meeting
Our Services
Our most important consideration? You. We work with you to create financial plans tailored to your needs and believe in preparing for all of life's curveballs.
Our History
Years of experience have prepared us to guide you through your life transitions.
Our Community
At Baird , giving back to our community is a core value that has been integral to our firm since its founding in 1919.
Grow Your Wealth
The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.