Dan is the founder of Bridgeriver Advisors. As a best-selling author and speaker, Dan is able to speak nationwide with his no nonsense brand of financial management. And as a pure fiduciary, he puts his clients interests first, helping them reach the retirement of their dreams.
He simplifies the financial landscape so clients understand exactly where their money is and how it's effectively working for them with the lowest fees possible. It's not what you make - it's what you keep!
Kevin is a respected financial consultant, educator and author. He is a retirement, and social security specialist who focuses on maximizing income solutions and protecting investment principal.
Jean handles any of our client's needs and our back office management. And she does it all with a smile on her face!
With over 10 years of experience in the industry, she assists our team by locating the best in long-term care insurance products for clients. She brings her long term care insurance expertise, industry knowledge, and unsurpassed product recommendations to the table.