“Rivertree” is more than just a catchy name — it embodies our story and mission. We believe names have meanings and we wanted our name to be a constant reminder to us and our clients of who we are, what we do, and why we do it.
With a short but rich history of nearly ten years, Rivertree Financial Planning has grown into a reputable financial planning firm serving clients locally and nationally. Here’s how we got where we are today:
Financial advisors are like churches in the bible belt — there is one on nearly every corner. How are we different from the thousands of other financial advisors?
Scott is Founder and Partner with Rivertree Financial Planning.
Jonathan is a Partner with Rivertree Financial Planning.
Brent is a Financial Advisor with Rivertree Financial Planning.
Amy’s primary roles are serving clients and office administrative duties.
Valerie is the Advisor Assistant with Rivertree Financial Planning
Phillip is a Marketing Consultant with Rivertree Financial Planning.