Jim McGuire

Michael D. Warner

Derek Kitzmiller

Who We Are

The team at Riverbend Financial Group would like to share with you who we are and why we do what we do. 

The vision we have for the company is best described in this way: 

“We are building a business which our children would be proud to continue, which will result in the financial well-being of those we serve, and which will have a lasting and positive impact on our community.” 

Our passion for the business is rooted in the following values shared by all of us in the organization:

• We guide our clients with exceptional service, unbiased counsel and appropriate solutions for their unique financial challenges.
• We create a workplace culture that is moral, fun and engaging.
• We demonstrate sound corporate citizenship by supporting worthy causes and providing a role model in the financial services industry.

We are very proud of our organization and we are excited for you to get to know us personally.  For starters, here are our individual biographies:  

Andrew E. Burdsall
President
Client Development

Andy Burdsall is the president of Riverbend Financial Group LLC. His specialties include asset management, efficient financial planning and charitable giving.

Andy grew up in the Air Force and moved around the country, settling in Kansas City from grade four on. He graduated with a Bachelor's degree in Chemical Engineering from Iowa State University in 1993. Andy worked in engineering, supervision and management until 1999, when he and his wife Deanna decided to a make a career change. He joined American Express Financial Advisors and eventually moved his practice from Louisville to New Albany. He was instrumental in founding Navigator Financial Group in December of 2001, became the sole owner of the business in September, 2003 and continued as President when the business became Riverbend in July, 2007. Andy is a Registered Principal with Securities America Inc, and a Financial Advisor with Securities America Advisors.

Deanna and Andy live in New Albany with their two girls, Camryn and Ellie. They enjoy volunteering at church and watching the kids grow up.

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Adam D. Henley
Vice President
Client Service

Adam works closely with the financial advisors of Riverbend Financial Group; providing support in the financial planning, strategy, and investment selection processes. 

Adam graduated from Indiana University Southeast in 2000.  He joined the firm in 1998 through an internship program that was offered at IUS. 

Adam and his wife, Tiffany, live in Memphis with their two children, Parker and Sophie.  Adam enjoys watching college and professional football.

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Jason Magar
Client Service

Jason graduated from Harding University in 1999 and began a career in product engineering with Leggett & Platt, Inc.  In February 2006, he made the decision to change careers and joined the Riverbend team.  He currently focuses on servicing the client base and managing the Operations function of the company. 

Jason and his wife, Lyndsay, live in Louisville with their daughters, Tess and Cori, and their son Max.  He spends most of his time outside of the office chasing after their 3 kids.  In whatever amount of spare time is left, he enjoys camping, backpacking, & music.

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Jim McGuire
Client Service

Jim McGuire is a financial advisor with Riverbend Financial Group.   He enjoys working with individuals throughout the many events one encounters during a lifetime, helping clients manage their assets in a way that is efficient and practical.  In addition to his work with individual clients, Jim serves as our retirement plan specialist for small businesses.   

Jim grew up in the southern Indiana area, attended Hanover College for his undergraduate work.  Upon graduation from Hanover, Jim worked for a year as an admissions representative for the college, helping families navigate through the selection and financial aid process.  After which, he continued his education at Indiana University earning a master’s degree in counseling psychology.  Following his time at IU, he worked for seven years in the northern suburbs of Chicago as a high school counselor and coach.  Jim, his wife, Bridget, and their daughter, Ella, moved back to the southern Indiana area to be closer to family and join the Riverbend group in 2007.  Their newest addition is their son, Cole, who arrived August 13^th, 2008.  When not at Riverbend, he enjoys spending time with his family and friends, running, biking, reading, and camping.

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Michael D. Warner
Chartered Financial Consultant 

Michael has spent his entire 30 year career as a dedicated student of Finance & Economics and it’s applications to real life.  He holds BS in Economics, MBA, and several professional designations.   

Michael’s field of specialty involves personal, comprehensive financial & estate planning, asset and wealth management, investment and insurance management, retirement and income distribution planning. 

He and wife Lisa live in Oldham County, Kentucky and have been married for 29 years. They have two daughters, Hannah and Claire.  Among his many interests are music (plays the mandolin, fiddle and guitar), outdoors (hunting and fishing) and active church ministry.   

Michael receives new clients by referral. 

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Derek Kitzmiller, CPA 

Derek graduated from Indiana University Southeast in 1998 with a Bachelor’s degree in Business.  He passed his CPA exam in 1999 and is licensed in both Indiana and Kentucky.  For nearly nine years, Derek worked for Melhiser Endres Tucker CPAs in New Albany, Indiana.  After which, Derek ran a successful individual practice for about a year before joining the Riverbend team in September, 2007 as a member of Riverbend Tax Services and Bookkeeping. 

Derek and his wife, Tricia, live in Sellersburg with their daughters, Caroline and Brooke.  They enjoy working with the youth at their church.

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