About Us
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®
Partner
Brent is a Partner with Rivertree Financial Planning.
Valerie Pate
Advisor Assistant
Valerie is the Advisor Assistant at Rivertree Financial Planning
Phillip Holmes
Marketing Consultant
Phillip is a Marketing Consultant at Rivertree Financial Planning
How Can We Help?
We look forward to helping you accomplish your financial goals.