August 2009

Scott Marshall opened Marshall Financial Planning, LLC

February 2010

Amy Jones joins the Company as Client Services Specialist

May 2013

Marshall Financial Planning, LLC changed its name to Rivertree Financial Planning, LLC

August 2013

Jonathan Davis joins the Rivertree team as Partner

March 2015

Brent Walker joins the Rivertree team as Financial Advisor

August 2016

Phillip Holmes joins the Rivertree team as Associate Advisor and Creative Director

August 2017

Phillip Holmes transitions to Marketing Consultant

October 2017

Valerie Pate joins the Rivertree Team as our Advisor Assistant