Our Name
“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.
Our Story
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:
Our Philosophy
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?
Our Team
Scott T. Marshall, CPA, CFP®
Partner
Scott is Founder and Partner with Rivertree Financial Planning.
Jonathan M. Davis, AIF®
Partner
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
Advisor Assistant
Valerie is the Advisor Assistant with Rivertree Financial Planning
Phillip Holmes
Marketing Consultant
Phillip is a Marketing Consultant with Rivertree Financial Planning.
How Can We Help?
We look forward to helping you accomplish your financial goals.