Jodi Amos

MBA, AIF®, CDFA®

Managing Partner

As a managing partner, Jodi brings over 30 years of banking, wealth management, and trust experience to the 4Rivers team.

Newlin Archinal

CFP®, CRPC®, AIF®

Managing Partner

Newlin provides comprehensive investment and planning advice to families, with a specialty in working with global executives. 

Ilene Schwartz

MA, MPM

Director of Marketing

Ilene’s Story As director of marketing, Ilene brings over 30 years of marketing communications to 4Rivers Wealth Management. Having served in senior positions for corporations, small businesses, and nonprofits.

     Monica Felix

       Client Service Specialist 

Monica’s Story As a Client Service Specialist, Monica brings a strong client-centric approach to 4Rivers Wealth Management. Known for her exceptional attention to detail and compassionate demeanor.