About The Company
Rivertree Financial Planning is well known for helping clients grow, protect, and give money through biblical financial planning. We apply a holistic approach and pay maximum attention to each client’s unique needs and goals. Every client is different and our expert advisors strive to create an informed strategy that sets you up for success.
Why Rivertree?
We are
Established
We are
Established
We have a proven process for navigating life events.
We are
Client-Focused
We are
Client-Focused
We leverage top-tier investment managers so we can focus on our clients.
We are
Understanding
We are
Understanding
We know the unique challenges facing young professionals and pre-retirees.
Our Advisors
Jonathan M. Davis
Jonathan is a second-generation financial advisor and is originally from Jackson, Mississippi. His passion for helping clients began years ago, continuing the ideals…
Scott T. Marshall
Scott is originally from West Point, MS. He is a graduate of the University of Mississippi where he received his Bachelors and Masters…
Brent L. Walker
Brent brings 20 years of experience in the financial industry to the Rivertree team. A native of Brandon, MS, Brent attended The University…
Support
Alycia Dyson
Alycia, a native of Northern Virginia, graduated from the University of Southern Mississippi in 2006 with a Bachelor’s degree in psychology. After college,…
RJ Green
RJ, originally from Jackson, graduated from Mississippi State University in 2021 where he received his Bachelor’s in Business and Finance. He joined Rivertree…
Valerie Pate
Valerie, originally from Brandon, graduated from Mississippi State University in 2009 with a Bachelor’s degree in Business Administration. After college, she worked mainly…
Our Mission
To help you grow, protect, and give money through sound biblical financial planning.
Our Vision
Our clients and the greater community experiencing joy through generous living.
Our Calling
To care well for our clients with timely communication and transparency. We want you to enjoy working with us.
Our Core Values
Team-Mindset
Advocates
Excellence
Family
Faith-Based
Commitment to Personal and Professional Growth
Office Location
Address
2630 Ridgewood Road, Suite C Jackson, MS 39216
Hours
Monday to Thursday
8:30 AM – 5:00 PM
Friday
8:30 AM – 3:00 PM
Phone & Fax
P 601.714.1668
F 877.656.0657