Our Team

Scott is Founder and Partner with Rivertree Financial Planning.

Jonathan is a Partner with Rivertree Financial Planning.

Brent L. Walker, AIF®

Financial Advisor

Brent is a Financial Advisor with Rivertree Financial Planning.

Amy Jones

Client Service Specialist

Amy’s primary roles are serving clients and office administrative duties.

Valerie Pate

Administrative Assistant

Valerie is the Administrative Assistant with Rivertree Financial Planning

Phillip Holmes

Marketing Consultant

Phillip is a Marketing Consultant with Rivertree Financial Planning.