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DEDICATED PROFESSIONALS WHO ARE PASSIONATE ABOUT YOUR GOALS

OUR TEAM

COMMITTED TO YOUR SUCCESS

Here to Serve You

At Ivy Capital Partners, our team values continuously learning and offering creative, innovative solutions to take your financial planning to the next level. We’re passionate about working hard for you, and bringing a broad base of knowledge to the table to ensure we deliver an exceptional experience.

Adam H Riegel CFP®, CLU®, AEP®

Wealth Management Advisor

Robyn L Jandrue

Chief Operations Officer

Yuri A Dagan CFA®, CIPM®

Bertram Watson

Michelle Dixon

Director of Operations

Michelle McCarthy

Elsie Barbosa B.S.

Executive Assistant

Chenille Sharpe

Executive Assistant

Michael Kayserman

Lead Financial Plan Analyst