Andrew E. Burdsall
CEO and Co-Founder
Andy Burdsall is the CEO and Co-Founder of Riverbend Physicians LLC. In support of the physician community, he focuses on effective asset management, efficient cash flow management and values-based financial planning. 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.
President and Co-Founder
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 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 16, and Whit, age 7. The Raseys 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.
Adam D. Henley
Vice President, Client Service
Adam is the Vice President of Riverbend Physicians. 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 Riverbend Physicians’ sister company, Riverbend Financial Group, in 1998 through an internship program offered by IUS, and assisted with the formation of Riverbend Physicians in 2017.
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.
Michael D. Warner
Chartered Financial Consultant
Michael has spent his entire 30 year career as a dedicated student of Finance & Economics and the applications to real life. He holds a BS degree in Economics, MBA, and several professional designations.
Michael’s field of specialty involves comprehensive financial & estate planning, asset & wealth management, investment & insurance management, and retirement & 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.
Regardless of their asset level, Kristina believes every person needs financial planning and became a financial advisor to help others achieve their goals and dreams.
Kristina assists our clients with wealth management, specifically financial and retirement planning, and also helps them with their life, Medicare, health insurance, disability and long-term care needs through insurance solutions.
Kristina holds Series 7, 65 and 66 securities licenses as well as life, health and annuity insurance licenses in Indiana and Kentucky. She has over 14 years of experience in the financial services industry. Kristina also holds a Master of Science in health care administration and a Bachelor of Science in biology from Western Kentucky University, and is an alumni member of the 2017 Leadership Southern Indiana class. Kristina is also a committee member and volunteer with the Leadership Southern Indiana NexGen program.
Kristina and her husband, John, have two children, Ethan and Jake. She enjoys spending time with family, watching her sons’ extracurricular activities and attending and volunteering at Northside Christian Church.
Employee Benefits Specialist
Eva is an accomplished Employee Benefits Specialist with over 20 years of experience implementing employee insurance benefit plans and related human resource services.
Eva is a graduate of the University of Louisville with a degree in Business Administration focusing on finance. She heads up the Employee Benefits Department, and is a licensed Health Insurance agent in KY, OH, IN, and MI. She is certified in Long Term Care Insurance and works with both individual and group disability insurance. In addition, Eva works with Medicare Supplements and has an extensive knowledge of general health insurance laws and legislation and the Affordable HealthCare Act.
Eva lives in the Prospect area with her husband Scott, their twin daughters Abbie and Hannah, and their dog Luna. The girls attend Oldham County Public Schools and are very involved with Cross Country. Much of Eva’s spare time is devoted to volunteering for practice, meets, fund raising, and interstate travel for the team. Eva also enjoys working with and riding horses.
Eva is a proud member of the Louisville Heath Underwriters, Prospect Area Chamber of Commerce, National Association of Women Business Owners (Louisville Chapter)
With her knowledge and experience with insurance and business, Eva is a valuable member of the team.
Senior Financial Operations Associate
John serves as Senior Financial Operations Associate at Riverbend Financial Group. He uses his keen analytical, problem-solving and strategic abilities to provide sterling client service. He also plays an integral role in assisting advisors cultivate their practices.
John has been in the financial services industry since 2010, following a successful career in advertising, branding and marketing where he learned the importance of working hard and building skillsets that complement and translate into other industries. John holds his Series 7, 63 and 65 securities licenses. He attended Ball State University in Muncie, Indiana.
John and his wife, Lisa, live in southern Indiana and have two daughters, Charlotte and Isabella. He enjoys spending time with his family and friends as well as playing golf.
As Operations Specialist, Brittany specializes in securities support, client preparations and processing.
Brittany has served in the financial industry since 2009. She takes great pride in getting to know clients personally, and understanding their perspectives on life, finances, and legacy.
Brittany is a huge Green Bay Packers fan, and enjoys visiting her hometown of Las Vegas as often as possible. She is a very involved aunt to her nieces and nephews, so you will often find her at their extra-curricular activities.
Vice President, Brands
Dawn is responsible for the development and implementation of human resource strategies that align organizational goals with people capability and business growth plans. She also leads all branding, marketing and communication efforts.
Dawn has over 25 years of experience in both the public and private sectors. She received her bachelor’s degree from Western Kentucky University. Dawn and her husband Brian enjoy hiking and traveling, and spending time with their 3 children, Garrett, Dylan and Ethan, and dog, Rosco. Dawn is also a proud grandmother to her granddog, Bubba.
Client Relations Specialist
As Client Relations Specialist, Peggy provides excellent, attentive service by seeking to understand our client’s needs, and then striving to exceed those needs in every capacity. Her enthusiasm and love for people is evidenced by her cheerfulness and contagious smile.
Peggy lives in Louisville, Kentucky, with her husband John, their two daughters Claire and Emily, and their beloved goldendoodle, Mozart. In her spare time, Peggy enjoys reading, cooking, volunteering at church and vacationing with her family.