Our Team

Capital River Wealth Management is committed to helping our clients whether they are concerned for their own financial needs or those of their family or business. We get to know our client's goals and philosophies in order to provide truly customized plans.

Together, we stand committed to providing the best customer service possible. If you have a question or need assistance at any time, please let us know.

 

Daniel J Schiffman , CFP®, CLU®, CLTC®

Wealth Management Advisor and Founder

Office 301-698-8955


Mobile 301-524-0210


Email

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Annette Tinder , MBA, CLTC®

Director of Marketing and Business Operations

Office 301-662-1412


Email

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Luke McLaughlin , MBA, CLTC®

Associate Wealth Management Advisor

Mobile 571-213-9319


Email

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Robert Dixon , J.D.

Operations Associate

Office 301-662-4877


Email

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Jason Howard Dansicker , CLU®, CFP®

Financial Planning Analyst

Office 410-480-7069


Email

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Roman M Okrasinski II , MBA

Financial Planning Specialist

Office 410-539-0084


Email

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