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.

Our Advisors

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AIF®

Jonathan M. Davis

Partner

Jonathan is a second-generation financial advisor and originally from Jackson, Mississippi. His passion for helping clients began years ago, continuing the ideals of…

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 brings 20 years of experience in the financial industry to the Rivertree team. A native of Brandon, MS, Brent attended The University…

Support

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RJ Green

Advisor Assistant and 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

Office Manager

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

Dottie Stabler

Client Services Specialist

Dottie majored in Public Relations, and received a Bachelor’s degree in Communication and Information Sciences. After being involved in ministry during her college…

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.