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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

3 advisors near 58545

Out of 400,000+ nationwide

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Kevin F

ChFC®, Series 63

Beulah, ND

Eagle Strategies (NY Life)

Kevin Flaagan is a financial advisor with Eagle Strategies (NY Life) based in Beulah, ND, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including long-term roles at Nylife Securities Inc. and New York Life Insurance Company since 1985. In addition to his advisory work, he is appointed as an insurance broker for non-registered products with outside carriers. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through a network of over 2,000 investment adviser representatives and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Deanne G

CFP®, ChFC®, Series 63, Series 66

Beulah, ND

Edward Jones

Deanne Gierke is a financial advisor at Edward Jones with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1998. Outside of her advisory role, she is an author of a book titled "Adulting 101," which teaches financial basics to high school students, and she designs and writes biblical-based journals. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Religious/faith focused
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Julie G

CFP®, Series 66

Hazen, ND

LPL Financial

Julie Graney is a CFP® with 20 years of experience in the financial services industry. She is currently with LPL Financial, where she has worked since 2017, and previously held roles at Investment Centers of America, Inc. and Union State Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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