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 and AIF

Jodi Amos

MBA and AIF®

Managing Partner

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

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Ilene Schwartz, MA, MPM, FPQP

Ilene Schwartz

MA, MPM, FPQP™

Director of Marketing

As director of marketing, Ilene brings over 30 years of marketing communications to 4Rivers Wealth Management.

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Ilene Schwartz, MA, MPM, FPQP

Robyn Tsudis

Client Associate

Robyn handles administrative duties and oversees securities and asset movement.

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Newlin Archinal,

Newlin Archinal

CFP®, CRPC®, AIF®

Managing Partner

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

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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.

Meet Our Research Team

Meet Our Advanced Planning Team

Meet Our Investment Team