Why Riverchase Wealth Management

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 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, 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), 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.

Jaco Jordaan is a Wealth Manager with Riverchase Wealth Management, LLC, in the Upper St. Clair/Pittsburgh, PA, area. Jaco has worked in the financial services industry for nearly 30 years helping individuals and families to implement financial strategies to enable non-financial life goals. Jaco earned his Bachelor of Business Administration in Marketing from the University of Texas at Austin and his Master of Science in Financial Analysis from the College for Financial Planning.

Jaco is also:

• A CERTIFIED FINANCIAL PLANNER^TM practitioner
• A Chartered Financial Analyst charterholder
• A Certified Retirement Plans Specialist
• A Chartered Financial Consultant
• A Chartered Alternative Investments Analyst
• And an Enrolled Agent with the Internal Revenue Service

Through his career, Jaco has helped to guide tax professionals to provide financial planning services to their clients, worked as a high-net worth private bank wealth manager and portfolio manager, and served as Chief Investment Strategist for a national financial services company managing over $2 billion on behalf of clients. In 2016, Jaco made the decision to leave the corporate world to focus on helping clients directly with their financial planning and investment management needs. His experience with a variety of business models and products lead him to establish as a fee-only advisor to remove the conflict of interest of revenues being tied to the sale of specific products. Being fee-only allows for objective advice in the best interest of each family with which he works.

Jaco, Sean and Rett first met as colleagues in 1997 and worked together for several years before pursuing different career paths in financial services. Through nearly three decades, they've been friends, camping/hiking buddies, and professional resources for each other. They've now come full circle with a unified focus on helping clients through Riverchase Wealth Management.

Jaco and his family reside in Upper St. Clair, Pennsylvania, where they moved to raise their two kids in closer proximity to grandparents and family. While Jaco is located in Pennsylvania, he serves clients nationwide via virtual connections, with primary client locations in Texas and Colorado

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 Professional^TM (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 Planner^TM designation. 

Brit resides in Keller, Texas with her husband Chad, their son Barrett, daughter Landry, 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.