Fee-Only
25+ years of
experience
Enrolled Agents
With the IRS
Quality relationships
with each client
Strong community
involvement
Education
CFP® professionals must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by the CFP® Board.
Examination
CFP® practitioners must pass a comprehensive, 10-hour CFP® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format. Based on industry research encompassing the typical expectations of a fully-fledged financial planner, the exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance.
Experience
CFP® professionals must have three years minimum experience in the financial planning process prior to earning the right to use the CFP® certification marks. As a result, CFP® practitioners possess financial counseling skills in addition to financial planning knowledge.
Ethics
As a final step to certification, CFP® practitioners must agree to abide by a strict code of professional conduct, known as CFP® Board’s Code of Ethics and Professional Responsibility, which sets forth their ethical responsibilities to the public, clients, and employers. The CFP® Board also performs a background check during this process, and each individual must disclose any investigations or legal proceedings related to their professional or business conduct.
Rett Dean, CFP®, EA
Co-founder and Principal
972.471.9013 rett@riverchasewealth.com
Rett Dean is both a cofounder and a principal of Riverchase Wealth Management, LLC in Flower Mound, Texas. He earned his Bachelor of Business Administration degree in Finance from Texas A&M University. He is also:
- A CERTIFIED FINANCIAL PLANNER™ practitioner.
- An Enrolled Agent, enabling him to represent clients before the Internal Revenue Service.
- Member of the National Association of Personal Financial Advisors (NAPFA), the largest association of Fee-Only financial planners.
- Member of the Financial Planning Association (FPA) and the National Association of Tax Preparers (NATP)
Rett has spent over 20 years as a financial planner working with clients to enable them to reach the goals that are most important to them. Since Rett was young, good financial stewardship was ingrained by his parents, who emphasized the value and power of the dollar. Rett’s desire is to ensure the individuals and families he works with are able to reach that same level of confidence.
Prior to founding Riverchase, Rett’s role over the years has ranged from training and coaching tax professionals to better understand financial planning concepts as well as serving clients directly. This experience allowed Rett to work alongside several financial planners who were ultimately named Top Financial Advisors in America by Worth Magazine.
Rett and his family reside in Highland Village, Texas. He enjoys spending time with his wife Lisa and their Rottweiler, Reyna. As a dedicated Aggie and avid traveler, he does his best to stay engaged with his local alumni association and enjoys opportunities to see all corners of the world and the adventures they provide.
Sean Kelleher, CFP®, EA
Co-founder and Principal
972.471.9013 sean@riverchasewealth.com
Sean Kelleher, is a co-founder and principal of Riverchase Wealth Management, LLC in Flower Mound, Texas. Sean has spent over 20 years as a financial planner helping individuals and families develop financial plans based on the goals, they feel will most help them lead a fulfilling life.
Sean holds a bachelor’s degree in Marketing from the University of Texas at Arlington. He is also:
- A CERTIFIED FINANCIAL PLANNER™ practitioner since 2000
- An Enrolled Agent with the Internal Revenue Service since 2007
- A member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), National Association of Enrolled Agents (NAEA) and the National Association of Tax Preparers (NATP)
From a young age, Sean was drawn to the world of entrepreneurship and finance beginning when he started his very first business mowing lawns. It was this experience, and the values his parents instilled around managing personal finances, which continue to guide him today. He feels truly blessed to be able to leverage his skills and passion for personal finance to help his clients plan for their financial future.
Prior to founding Riverchase, Sean spent most of his career supporting tax and accounting professionals to integrate financial planning into their practices. The support he provided included marketing, client case analysis, portfolio recommendations, and the development of financial plans. Working with tax professionals, Sean realized the importance of tax knowledge in the financial planning process. This motivated him to gain more knowledge of tax regulations, which is something he continues to devote time to today.
Sean resides in Highland Village, Texas with his wife and two daughters. He enjoys spending time with his family and being active in the Rotary Club of Flower Mound, his church, and various sports car clubs. His hobbies include motorsports, traveling, and hiking.
Brit Parten, EA, FPQP
Director of Operations
972.471.9013 brit@riverchasewealth.com
Brit Parten is the Director of Operations for Riverchase Wealth Management, LLC in Flower Mound, Texas.
Her primary role with Riverchase involves overseeing the firm's internal operations and strategic initiatives. In addition, she also serves as the client experience officer ensuring that both prospective and existing clients have a positive experience with Riverchase. Through facilitating company events, providing education and resources, and on-going proactive communication, she works to maintain the satisfaction of each family we work with.
Prior to joining Riverchase in 2016, Brit spent the majority of her career in the healthcare field and as an executive assistant. Brit’s experience in healthcare laid a foundation for her role now in the financial services field, with both fields focusing on serving the needs of others.
She attended the University of New Mexico and later transferred to Tarleton State University in Stephenville, Texas. Since joining Riverchase in 2016, Brit has become:
- An enrolled Agent with the Internal Revenue Service
- A Financial Paraplanner Qualified ProfessionalTM (FPQP)
- An active member of the Dallas/Fort Worth Financial Planning Association (FPA)
- A graduate of the UWDC Board Leadership institute
- An elected board member of Cumberland Youth & Family Services
To further her knowledge, she is currently pursuing the Certified Financial PlannerTM designation.
Brit resides in Lewisville, Texas with her husband, son, and their chocolate lab Remi. She enjoys spending time with her family, traveling, and going to sporting events. She also enjoys volunteering with local organizations in the community.
Valerie Schenkel
Financial Planning Associate
972.471.9013 valerie@riverchasewealth.com
Valerie Schnekel is a Financial Planning Associate for Riverchase Wealth Management, LLC in Flower Mound, Texas. In her role she assists the principals of the firm in their development, implementation, and monitoring of financial plans for clients.
A Florida native, Valerie graduated from the University of South Florida with her bachelor’s degree in Personal Financial Planning. There she created professional relationships that led her to Texas Tech University. She graduated from Texas Tech University in May 2021 with her master’s degree in Personal Financial Planning and a graduate certificate in Life-Centered Planning. She is a member of the Dallas/Fort Worth chapter of the Financial Planning Association (FPA), through which she was also awarded a scholarship to pursue her Certified Financial PlannerTM designation She hopes to continue and grow in her involvement with the FPA chapter, as well as give back with her time to the Texas Tech University Personal Financial Planning program.
Valerie currently lives in Irving with her husband, Erik, and 1-year-old Bernedoodle dog, Batman. Valerie loves to attend services at Irving Bible Church, road trip, and travel. Her greatest travel adventure was to Iceland where she climbed a volcano.
