About The Company

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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.

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About The Company

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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?

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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.

Meet the Team

AIF®

Jonathan M. Davis

Partner

Jonathan, originally from Jackson, received a B.A. from The University of Mississippi in 2003, and was inspired by his father to begin a…

CPA, CFP®

Scott T. Marshall

Partner

Scott is originally from West Point, MS. He is a graduate of the University of Mississippi where he received his Bachelors and Masters…

AIF®

Brent L. Walker

Partner

Brent is a Partner with Rivertree Financial Planning. Brent brings 20 years of experience in the financial industry to the Rivertree team. A…

Lindsay Blaylock

Client Services Specialist

Lindsay was raised in New Orleans, Louisiana and is a 1998 graduate of the University of Mississippi. She worked as support staff for…

Alycia Dyson

Director of Marketing

Alycia, a native of Northern Virginia, graduated from the University of Southern Mississippi in 2006 with a Bachelor’s degree in psychology. After college,…

Jim Goode

Director of Operations

Jim grew up in Laurel, MS and is a graduate of Millsaps College (Biology, 2003) and Belhaven University (MBA-Finance, 2019). Jim has worked…

Brady Gray

Financial Advisor

Originally from Madison, Brady joined the Rivertree team in June of 2024. He is a two-time graduate of Mississippi State University earning his…

RJ Green

Advisor Assistant Paraplanner

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

Bookkeeper

Valerie, originally from Brandon, graduated from Mississippi State University in 2009 with a Bachelor’s degree in Business Administration. After college, she worked mainly…

Missions

Our Mission

To help you grow, protect, and give money through sound biblical financial planning.

Vision

Our Vision

Our clients and the greater community experiencing joy through generous living.

Calling

Our Calling

To care well for our clients with timely communication and transparency. We want you to enjoy working with us.

Our Core Values

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Team-mindset

Team-Mindset

Advocate

Advocates

Excellence

Excellence

Family

Family

Faith-Based

Faith-Based

Commitment to growth

Commitment to Personal and Professional Growth

Office Location

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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

How can we help?

We look forward to helping you accomplish your financial goals.