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Adri J. Bleier joined The Monteverde Group, LLC as Vice President to compliment the Wealth Management services, as well as service both individual and corporate clients in Wealth Transfer, Estate Planning and Retirement Planning strategies. Adri’s experience in the insurance and financial services industry enables him to provide customized insurance and risk management solution for a wide range of businesses, organizations and individuals. He is responsible for the analysis, design, marketing and servicing of these strategies for our ultra private personal and commercial clients.

Prior to joining The Monteverde Group, Adri owned and operated two independent companies focusing on the financial services industry. He is a managing member of Bleier Insurance Group, which concentrates on fiduciary suitability insurance for ERISA pension plans. In addition, he is the former president of Bleier Capital, a private wealth management company. As a means of educating the public, Adri has hosted several financial talk shows on ESPN and other prominent radio stations.

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