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