Our Experienced Team
Andrew E. Burdsall
President
Andy Burdsall is the president of Riverbend Financial Group, LLC. He focuses on values-based financial planning, effective asset and cash flow management and efficient charitable giving. He holds the Behavioral Financial Advisor designation.
Andy grew up in the Air Force and moved around the country, landing in Kansas City when his father retired, and he entered the fourth grade. Upon completion of high school, he attended Iowa State University, where he graduated with a bachelor’s degree in chemical engineering. Andy worked in engineering, supervision, and management for Fortune 50 companies until 1999, when he and his wife, Deanna, decided it was time for a career change. Andy joined American Express Financial Advisors and eventually moved his practice from Louisville, Kentucky to New Albany, Indiana. He was instrumental in the formation of Navigator Financial Group in December 2001, became the sole owner of the business in September 2003 and continued as president when the business became Riverbend Financial Group LLC in July 2007. As a sister firm to Riverbend Physicians, Riverbend Financial serves clients coming from a wide range of demographics and geographies.
Andy is a Registered Principal with Securities America, Inc. and is an Investment Advisory Representative of Securities America Advisors, Inc.
Deanna and Andy live in Southern Indiana with their three girls, Kate, Camryn, and Ellie. They enjoy volunteering at church and are very active in the girls’ activities, although empty nesting is coming fast.
Andy can be reached by email: andy@riverbendfg.com
Adam Henley
Vice President
Adam is the Vice President of Riverbend Financial Group. He helps lead the Riverbend team, assists the financial advisors in developing and growing their practices, and provides attentive service to our clients.
Adam is a lifelong resident of Southern Indiana, graduating from New Albany High School in 1996 and Indiana University Southeast in 2000. He joined the office in 1998 through an internship program offered by IUS and has helped grow and transition the firm into Riverbend Financial Group. Adam has his Series 7, and Series 66, as well as his Life & Health Insurance Certification.
Adam married his lovely wife, Tiffany, in 2000. They live in Henryville with their two children, Parker and Sophie. In his free time, he enjoys watching his kids participate in a variety of sports and activities. He also enjoys being active, getting outside, watching sports, playing computer games with Parker, and just hanging out with the family.
Adam can be reached by email: adam@riverbendfg.com
Amanda Janssen, CFP®, BFA, CPFA
Retirement Plan Advisor
Financial Planner
Amanda Janssen is a CERTIFIED FINANCIAL PLANNER™ professional, Behavioral Financial Advisor and Certified Plan Fiduciary Advisor at Riverbend Financial Group, LLC. She provides comprehensive financial advice and investment management to individuals, families and small-business owners helping them to achieve their long-term goals and leave the legacy they desire.
Amanda is passionate about educating her clients, her peers, co-workers and others from many different organizations in her community. She is always looking for opportunities to help people learn about their finances.
Amanda has over 18 years of experience in accounting and wealth management. She holds a Bachelor of Science in Business Administration, with a concentration in Finance, from Sullivan University and is a Six Sigma Lean Professional. Amanda has her SIE, Series 7, 65 and 63 securities licenses, as well as the Life, Health & Annuity Insurance Certification.
Amanda and her husband, John, live on a small farm with their two children, Ty and Lilah. They enjoy spending time with family and outdoor activities including horseback riding, camping, sports, and games. Amanda also loves to spend time doing creative things such as photography, painting, crocheting, sewing and basically any form of ‘crafting.’
Amanda can be reached by email: amanda@riverbendfg.com
Kristina English, CFP®
Financial Advisor
Kristina English is a Financial Advisor with Riverbend Financial Group, LLC and is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Kristina believes in relationship-based financial advising and works personally with her clients to help them achieve their goals and dreams. She assists her clients in developing financial plans and implementing recommendations in areas of wealth management, retirement and investment planning, risk management, along with estate and tax planning. Kristina also helps her clients with insurance planning for Medicare, life, disability, long-term care, and health insurance, both on and off the exchange.
Kristina holds a Master of Science in health care administration and a Bachelor of Science in biology from Western Kentucky University. She has her Series 7, 65, and 66 securities licenses, along with her life, health, and annuity insurance licenses in Indiana, Kentucky, Ohio, Tennessee, North Carolina, Illinois, and Missouri. She is an alumni member of the 2017 Leadership Southern Indiana DISCOVER class. Kristina volunteered with Leadership Southern Indiana for several years serving as the committee chair for the NEXGEN program, while also serving as a member of the Leadership Southern Indiana Advisory Board.
Kristina and her husband, John, live in Jeffersonville and have two children, Ethan and Jake. Now that her children are grown, she is enjoying more time with her husband and focusing on some of her hobbies of cooking, working out, and spending time with friends.
Rachel Cappola
Financial Services Coordinator
Rachel Cappola moved to Southern Indiana as a college student who attended Indiana University Southeast. At this school, she earned her Bachelor’s in Economics & Public Policy as well as received minors in Data Analytics and Spanish. Upon graduation, Rachel began working as an analyst in Louisville, KY. She soon realized that her passion for helping others was leading her in a new direction, to help change people’s lives, through personal finance. She is currently Riverbend’s Financial Services Coordinator and is studying for her financial licensing exams in hopes of becoming a financial advisor someday.
Rachel is a lifelong equestrian and moved down to the Kentuckiana area to train and compete on a more national level. She spends her free time riding horses, hiking, working on cars with her husband, and spending time with friends and family.
In August of 2022, Rachel married Anthony after meeting at a college-aged bible study that a local church held. They now live in the New Albany area.
Rachel can be reached by email: rachel@riverbendfg.com
Matt Hamby
Director of Operations
Matt is a lifelong resident of Southern Indiana. He graduated high school from Christian Academy of Indiana, then obtained a B.S. in Business with a concentration in Finance from Indiana University Southeast.
While studying at IUS, Matt joined Riverbend as an intern then transitioned into a full-time role on the Operations team after graduation. He assists our financial advisors in the management and servicing of their practices.
Matt and his wife, Collyn, live in New Albany with their new baby, Mia. They enjoy staying active, the outdoors, and spending time with friends/family.
Matt can be reached by email: matt@riverbendfg.com
Joe Burdsall
General Manager
Joe was born in Germany outside of Ramstein Air Force Base. After a couple of Air Force moves, he landed with his family in Kansas City where he completed his education through high school. The summer after his graduation, Joe entered the United States Military Academy at West Point, NY. There, he graduated as a Second Lieutenant in the US Army with a Bachelor’s Degree in Mechanical Engineering. He served for five years at Fort Lewis, Washington, as an Armor Officer, finishing his service as a Captain. Joe owned and operated a picture framing business outside of Fort Lewis for 13 years where he provided awards and recognition to those still serving. He also worked for several years as a production manager, project manager, and operations manager at two manufacturing plants. In 2018, Joe’s wife Vanessa retired after 21 years in the Army. Noticing a good opportunity to make a big life change, Joe and Vanessa made the decision to move closer to family, relocating from the Pacific Northwest.
Joe’s substantial experience in management and operations makes him the perfect fit to keep things running smoothly and efficiently at Riverbend.
Joe, Vanessa, and their dog Max now live in Jeffersonville, Indiana, and are pleased to call Kentuckiana their new home.
Joe can be reached by email: joe@riverbendfg.com
Shelby Cunliffe
Client Experience Manager
Shelby is the Client Experience Manager here at Riverbend Financial group, LLC. She is responsible for making sure our clients feel welcomed, are attended to, and cared for with attentive and detailed service. She also assists advisors and operations staff with miscellaneous projects.
Shelby lives a simple yet fulfilling life with her husband, a car dealership owner in Clarksville, IN. They are proud pawrents to their rescued Beagle-Jack Russell mix, Buddy Boy. When they are not busy selling cars or boating on the Ohio River, you can find them relaxing at home with their favorite reality TV shows.
Shelby can be reached by email: shelby@riverbendfg.com
Jamie Ritchie
Operations Specialist
Jamie is the Operations Specialist here at Riverbend Financial Group, LLC. She is responsible for meeting preparation, account maintenance activities and providing our clients and advisors with efficient, attentive service. Jamie was born and raised in Lexington, Kentucky. She attended Western Kentucky University, where she graduated with a Bachelor’s Degree in Social Work. She spent several years working with children in foster care before coming to work with Riverbend Group.
In her free time, she enjoys traveling, baking, and cheering on the Kentucky Wildcats.
Jamie can be reached by email: jamie@riverbendfg.com
Terri Zegart
Client Services Specialist
Terri Zegart is the Client Services Specialist in the Louisville office of Riverbend Financial Group. She welcomes all visitors to the Louisville office, serves as the point of contact for client inquiries, concerns, and requests, and tracks and assists with the management of client accounts. Additionally, she plays a pivotal role in the submission, tracking, and completion of all life and disability insurance applications written in the Louisville office, assists with marketing and business development efforts, and collaborates with the Indiana office to address any client and service delivery needs.
Terri has both a bachelor’s and master’s degree from the University of Michigan and is an avid Big 10 fan. She has worked for the National Trust for Historic Preservation, the New York Landmarks Conservancy, the Society of Architectural Historians, and for Quinn Evans, a nationally recognized architecture firm. More recently she worked as the business manager of a private family office, a commercial and residential security firm, and a large organic farming operation. She also had a stint for several years with a financial services firm based out of Kentucky.
Terri is a proud mom to her adult son, Timothy, and to her rescue dog, Bella. Terri and Bella live in Prospect, KY and enjoy long walks and hikes. Terri also enjoys good food, traveling, sports, cars, and spending time with family and friends.
Terri can be reached by email: terri@riverbendfg.com
Alicia Atchley
Chief Operating Officer
Alicia is the newest member of the Riverbend team. She looks forward to supporting the team and being the best leader and resource she can be. She will focus on streamlining operations and making sure the team is well equipped to continue serving Riverbend’s clients with excellence.
Alicia has a Bachelor’s Degree in Music, but has somehow made her way in the corporate world, most recently working in the payments industry at a Fortune 500 Company as the Manager of Business Operations and Employee Engagement.
Alicia and her husband, Chris, are from Southern IN and are proud to raise their family here. They have two children, Cohen and Marley. Cohen and Marley chose two sports without bleachers, golf and cross country; so, they spend more time than most at golf and cross-country courses, even though they do not swing clubs or run (unless they are being chased).
Alicia enjoys traveling with her family (especially to the mountains), hiking, cooking with Chris, reading and adding to her collection of fun earrings.
Alicia can be reached by email: alicia@riverbendfg.com
Calvin Rasey
Sr. Director, Business Development
Calvin specializes in asset protection, tax reduction and estate planning, providing clients with the most up-to-date strategies to help meet their financial and life goals.
Calvin graduated from the University of Kentucky in 1997 with a Bachelor of Science Degree. He joined Physicians Financial Services as Vice President of Resident Financial Affairs, focusing on Own Occupational Disability insurance. His clients included residents from the University of Louisville, University of Kentucky, and Indiana University. Calvin has helped countless residents and in-practice physicians obtain Own Occupation Disability plans that provide protection for their personal and practice needs.
In 2005, Calvin took over Physicians Financial Services with the idea of broadening the scope and turning the business into a full-service financial planning firm focusing on Physicians personal and business needs.
In 2006, Calvin earned an Accelerated Executive Certificate in Financial Planning from Bellarmine University. He has been published in several medical and professional financial journals. Calvin frequently lectures at medical association conferences, physician practices, and residency programs advising students on financial planning options and benefits.
Calvin resides in Louisville, Kentucky with his wife Tarah and their two sons, Trinton, age 23, and Whit, age 15. The Rasey’s are active members of St. Francis in the Fields Episcopal Church. They spend their time volunteering with several local charities and enjoy spending time together as a family.
