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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®

Founder & Wealth Management Advisor

Annette Tinder MBA, CLTC®


Luke McLaughlin MBA, CLTC®


Matthew Evich

Operations Assistant

Jason H. Dansicker CLU®, CFP®

Financial Planning Analyst

Roman M Okrasinski IIMBA

Financial Planning Specialist