We have a proven process for navigating life events.
We leverage top-tier investment managers so we can focus on our clients.
We know the unique challenges facing young professionals and pre-retirees.
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…
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, originally from Jackson, graduated from Mississippi State University in 2021 where he received his Bachelor’s in Business and Finance. He joined Rivertree…
Valerie, originally from Brandon, graduated from Mississippi State University in 2009 with a Bachelor’s degree in Business Administration. After college, she worked mainly…
To help you grow, protect, and give money through sound biblical financial planning.
Our clients and the greater community experiencing joy through generous living.
To care well for our clients with timely communication and transparency. We want you to enjoy working with us.
Our Core Values
Commitment to Personal and Professional Growth
2630 Ridgewood Road, Suite C Jackson, MS 39216
Monday to Thursday
8:30 AM – 5:00 PM
8:30 AM – 3:00 PM
Phone & Fax