Whether a managing partner, portfolio manager, or wealth advisor, each team member is exceptionally qualified to assist you. Each has earned prestigious degrees and professional marks such as MBA, CFP®, CFA®, and AIF®.
What does all this alphabet soup mean?
We are committed to industry best practices and possess a love of learning that benefits our clients.
Our Client Commitment
- Committed: We are committed to helping you reach your goals.
- Integrity: We work hard to earn the right to be your advisor. We value your trust and treat our clients with integrity. Our credentials also require us to put our clients' interests first.
- Transparency: Our clients understand our terms and fees. We don’t have a hidden agenda.
- Accountability: We are accountable to our clients. We do what we say we’ll do.
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.
Ilene Schwartz
MA, MPM
Director of Marketing
As director of marketing, Ilene brings over 30 years of marketing communications to 4Rivers Wealth Management.
Meet Our Investment Committee
Our Partners:
Commonwealth Research Team and Commonwealth Advanced Planning Team
Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser—broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service.
Newlin Archinal
CFP®, CRPC®, AIF®
Managing Partner
Newlin provides comprehensive investment and planning advice to families, with a specialty in working with global executives.
Symphonie Johnson
Client Service Specialist
Symphonie provides operational and administrative support to the firm and its global client base.
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