Retirement planning made simple.

about us

Learn More About Bridgeriver Advisors

We simplify the financial landscape so clients understand exactly where their money is and how it’s effectively working for them with the least tax exposure and lowest fees possible. It’s not what you make – it’s what you keep! With Bridgeriver Advisors, LLC, your retirement plan will be simple to follow and carefully crafted to fit your needs.

It’s not what you make – it’s what you keep! Start now with our simple process.

We help take the mystery out of financial planning by providing exceptional advice that moves you towards your lifetime goals. Through our process, we take the time to understand who you are and where you are in your personal wealth journey. Since you are at a unique point in your life, you deserve a unique financial plan.

01. Discuss

Initially, we will discuss all of your goals and wants for retirement and strategize about the options available to you.
Initially, we will discuss all of your goals and wants for retirement and strategize about the options available to you. We will answer all questions that you may have and explain our products fully so that you have a complete understanding of your options and what different routes can get you from your starting point to the finish line.

02. Plan

Once a complete understanding of your wants and needs for retirement is gained, we will start planning how to get you there.
Once a complete understanding of your wants and needs for retirement is gained, we will start planning how to get you there. This plan will typically involve a few different products and services that work together to create income, security, and allow you to live out your dream retirement.

03. Execute

After the planning phase is complete and we agree on the course of action, we can begin executing your plan.
After the planning phase is complete and we agree on the course of action, we can begin executing your plan. While we work on executing the different parts of your plan, you will be notified of our progress every step of the way. We are partners here, you will always be kept in the know.

04. Monitor

Once your plan is set in motion, we will continue to monitor your progress and discuss any necessary changes.
Once your plan is set in motion, we will continue to monitor your progress and discuss any necessary changes. It is part of our fiduciary obligation to ensure that you are not only well set up for retirement, but that your plan continues to serve you best. We will check-in on our plan often and discuss any changes we deem necessary with you.
Meet our team

Our people

Dan casey

Owner, Investment Advisor Representative

krisstin petersmarck

Investment Advisor Representative

Kim Hurley

Event Coordinator

Kim Lovering

Operations Manager

Are you ready to simplify your retirement planning? Worried you won't have enough income for retirement? Our goal is ensuring that you will. Contact Bridgeriver Advisors, LLC to schedule a no-obligation consultation where you can get answers to all your retirement questions.

Dan casey

Owner, Investment Advisor Representative

Dan has been interested in the world of finance since he was a child. At 10, he created an ‘inflation tracking book’ and from that point on, he was hooked. He now specializes in retirement planning and making the complex simple. His focus is on creating a solid plan around investments that will create income for his client’s retirement. Dan is proud to have been featured in many media outlets for his expertise, including Wall Street Journal, Free Press, Macomb Daily, Oakland Press, and many local TV news channels.

Dan is married to his wife Nina, and they have three children together. He loves spending time with his family and is passionate about raising his children. Dan and his family go on mission trips and they helped build a bird sanctuary for a local park. Whenever he can escape the Michigan cold, he loves to travel to warmer locations.

krisstin petersmarck

Investment Advisor Representative

Krisstin found success as Operations Director for a global vitamin manufacturing company, just as a bombshell hit about her own father’s Retirement Planning failure. Her father had been misdirected for many years by his “Financial guy”, his Broker, someone he trusted to prepare him financially for his Retirement. Krisstin decided to shift gears in her career to learn true and Fiduciary Financial Advising. She spent 10 years educating herself to stand out from the saturated world of Financial Brokerage and Big Bank Financial Advising that got her father into financial turmoil. As a Retirement Income Certified Professional from the American College of Finance, a SEC Registered Fiduciary Investment Advisor Representative, and a Certified National Social Security Advisor, Krisstin keeps her clients from experiencing the same misfortune her father found in bad advice.

When Krisstin is not serving the financial needs of her clients you will find her spending time at home (or at the lake) with her husband, Edward and their three children, Edward III, Elizabeth and Edison Scarlett along with their dog Biggie-Boo.

kim hurley

Event Coordinator

Bio coming soon!

kim lovering

Operations Manager

Kim loves helping clients navigate the complex financial industry! The three most important aspects of her life are her family, her health, and her wealth, so she is grateful that she gets to assist others in these aspects of their lives. At Bridgeriver, LLC, all egos are left behind and everyone focuses on the client first; Kim is happy to work at a company that aligns with her core values.

Kim has been married to her husband for over ten years and has three brilliant step-children as well as a dog and a cat. In her free time she likes gardening, cooking, and going to the farmer’s market. She is very proud of her vegetable garden and loves using home-grown vegetables in her own recipes. Above all else, her family is the absolute most important thing to her.

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