Team
With over 20 years of industry experience, Ke provides comprehensive financial planning for families and small businesses. He has a particular focus on meeting the unique needs of physicians and medical group practices. Before joining...
Jamie’s responsibilities also include investment research, portfolio analysis, and the coordination and implementation of solutions (continues ...)
With over 20 years of industry experience, Michael offers comprehensive insurance planning that spans across both personal and business realms, integrating it within a broader financial plan. This approach involves assessing risks,...
Danielle works closely with the wealth advisors in the development and maintenance of clients’ financial plans. In addition to her work in the financial planning process, Danielle manages the day-to-day operations of Rivertan and...
Rohan Somar Jr. helps with the financial and investment workflow at Rivertan Financial Group. Rohan’s responsibilities include working closing with the wealth advisors for portfolio analysis, securities research and assisting in their...