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.
Managing Partner
As a managing partner, Jodi brings over 30 years of banking, wealth management, and trust experience to the 4Rivers team.
Director of Marketing
As director of marketing, Ilene brings over 30 years of marketing communications to 4Rivers Wealth Management.
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.
Managing Partner
Newlin provides comprehensive investment and planning advice to families, with a specialty in working with global executives.
Client Service Specialist
Symphonie provides operational and administrative support to the firm and its global client base.
Read Full Bio