Rooted in Service. Growing Together.
At River Tree Wealth Management, we believe in the power of growth—both in financial well-being and in the strength of our community. Like a Tree of Life, our commitment extends beyond wealth management, reflecting a shared dedication to nurturing prosperity for those around us. Whether mentoring young professionals at Ashland University or delivering meals through Meals-on-Wheels, our team is deeply invested in making a meaningful impact. Below are just a few ways we give back, helping our community thrive in every season of life.
Alex’s Lemonade Stand Foundation
Alex's Lemonade Stand Foundation (ALSF) changes the lives of children with cancer by funding research, raising awareness, and supporting families to help cure childhood cancer. In 2012, Northwestern Mutual launched its signature national philanthropic program to support ALSF in its mission. The River Tree Wealth team participates in an annual Golf Outing at Jefferson Country Club and other events to raise money and awareness, supporting causes aligned with Northwestern Mutual.
Ashland University
Ashland University is Shawn Phelps’s alma mater. Since its inception in 1878, Ashland University in Ashland, Ohio, carries a rich tradition as a top-tier, private, Christian institution that greatly emphasizes the importance of each individual. Shawn serves on the Business Advisory Council to the College of Business and Economics, providing advice and support to the dean to help the college achieve its forward-looking goals and ensure the success of each student. They build and sustain a strong foundation for collaboration and communication between the business community and the college. In 2019, Shawn was inducted into Ashland's Entrepreneur Hall of Fame!
The Boys & Girls Club of Newark (BGCN
BGCN is a nonprofit organization dedicated to providing a safe, supportive, and enriching environment for young people in the Newark community. Through academic support, leadership development, and health and wellness programs, BGCN empowers youth to reach their full potential. By offering mentorship, after-school activities, and career readiness initiatives, the organization helps children and teens build confidence, develop essential life skills, and create brighter futures.
Camp Wyandot
Camp Wyandot is an independent, 501c3 serving youth and families in Ohio since 1913. Their mission is to provide an inclusive and nurturing environment where youth can have fun, make friends, serve others, and explore the great outdoors while learning about the importance of nature and conservation. Brandee Wyzlic is a supportive advocate of this organization.
Licking Valley Athletic Boosters
The Licking Valley Athletic Boosters is a nonprofit organization that supports all middle and high school student-athlete sporting events in the Licking Valley school system. Shawn Phelps serves as a committee member for the Licking Valley Athletic Boosters and a volunteer for the Licking Valley Gridiron Association for their Coach’s Corner events. Shawn played football at Newark High School as an offensive left tackle, then played college football at Wittenberg University and then was able to coach football for Licking Valley Biddy Football where his sons now participate in sports through the school. Justin Fickes is also actively involved with the organization.
LifeCare Alliance
Founded in 1898 as Central Ohio's first in-home healthcare agency, LifeCare Alliance is an organization that has emerged as a national leader in promoting health and independence to nourish the human spirit. They assist older adults or medically challenged residents with programs like Meals-on-Wheels, which deliver thousands of meals each day. Many team members have volunteered to deliver meals for this program during the holidays.
Mid-Ohio Food Bank
Mid-Ohio Food Bank is the largest food bank in Ohio, collecting and distributing an impressive amount of food. The organization serves as a hub for caring individuals who wish to give back through their time, talent, and resources. Their mission is to end hunger, one nourishing meal at a time, while co-creating communities where everyone thrives. At least once a year, team members have the opportunity to spend a paid day volunteering with this cause.
Maywood Mission
Maywood Mission is a Christian ministry that has been serving the Lancaster, Ohio, community for over 100 years. Over the years, Maywood has offered a range of programs to support those in need. Today, its services include thrift stores, food pantries, childcare, and more—all aimed at making a meaningful impact. Through these programs, Maywood Mission is committed to sharing the love of Christ with everyone who walks through its doors. Kyle Dearing is honored to contribute to this mission as a member of the Board of Directors, helping to further its legacy of faith and service.
NC4k
NC4K is a Columbus, Ohio-based nonprofit organization that provides support for children fighting cancer through financial and emotional assistance, as well as events for play. As part of Northwestern Mutual – Columbus’ commitment to their cause, River Tree Wealth Management volunteers service hours, helps sponsor their annual fundraising gala, and donates items for their back-to-school drive and adopt-a-family holiday events.
Newark Church of the Nazarene
Newark Church of the Nazarene connects local community members through faith, hope, and love. Their food pantry serves people on a weekly basis, and they host special outreach events designed to care for others. Shawn Phelps is a current member of the Newark Nazarene Planning & Giving Committee.
Ohio Christian University
Ohio Christian University (OCU) focuses on intellectual growth, professional excellence, and spiritual development through various degree programs for undergraduates, graduates, and adult learners. Founded in 1948 as Circleville Bible College, OCU has expanded its mission while maintaining its roots, earning accreditation and affiliations. It now offers a range of degree programs across multiple disciplines, with Kyle Dearing serving on the Alumni Board to support its legacy of faith-driven education.
The Village Network
The Village Network is a 501(c) (3) nonprofit and a leading multidisciplinary behavioral health organization dedicated to empowering youth and families. With a focus on resilience, well-being, and brighter futures, it provides expert support and care. Shawn Phelps proudly serves as the board secretary.