Broker Check
Rivertan Financial Group, LLCDivider

139 West End Ave
Somerville, NJ 08876
(908) 651-0063



Ke M. Dao

President, Wealth Manager

Ke's consultative approach is to connect with clients on a personal level and communicate complex financial matters in a way that is easy for his clients to understand (continues ...)

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Jamie E. Fang

VP, Associate Wealth Management Advisor

Jamie’s responsibilities also include investment research, portfolio analysis, and the coordination and implementation of solutions (continues ...)

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Michael Procaccini

Director of Insurance Services

Michael designs and implements various insurance programs for the firm. His expertise and experience in insurance planning allows for a consultative approach making sure insurance products fit their financial goal (continues...)

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Lana Moy

Associate Financial Advisor

Lana manages the day-to-day operations of Rivertan and ensures that we promptly follow through on the commitments we make to our clients (continues...)

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Helen works directly with our clients to develop and implement their wealth management solutions by providing customized advice based on each client’s specific financial goals and needs (continues...)

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