Team
Ke's consultative approach is to connect with clients on a personal level and communicate complex financial matters in a way that is easy for his clients to understand (continues ...)
Jamie’s responsibilities also include investment research, portfolio analysis, and the coordination and implementation of solutions (continues ...)
Michael designs and implements various insurance programs for the firm. His expertise and experience in insurance planning allows for a consultative approach making sure insurance products fit their financial goal (continues...)
Lana manages the day-to-day operations of Rivertan and ensures that we promptly follow through on the commitments we make to our clients (continues...)
Helen works directly with our clients to develop and implement their wealth management solutions by providing customized advice based on each client’s specific financial goals and needs (continues...)