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Brandee Wyzlic headshot

Co-founder Brandee Wyzlic earns the Retirement Income Certified Professional® (RICP®) designation

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Eric Politz studying

Eric Politz earns Chartered Special Needs Consultant Designation

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Quilt photo

River Tree Sponsors Inspiring Community Quilt to Newark Boys and Girls Club

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Kyle Dearing Professionally Recognized at River Tree Wealth Management

Kyle Dearing Professionally Recognized at River Tree Wealth Management

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River Tree Joins Northwestern Mutual’s exclusive Private Client Group

River Tree Joins Northwestern Mutual’s exclusive Private Client Group

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River Tree named to Top 25 Financial Planners in Columbus 2023

River Tree named to Top 25 Financial Planners in Columbus 2023

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Shawn Phelps Was Appointed To The Village Network Board

Shawn Phelps was appointed to the Village Network Board

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Bizjournals Politz 2022

Eric Politz, Operations Manager, earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services.

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Phelps Forbes 2022

Phelps moves up ranks as Forbes 2022 Top Financial Security Professional

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Fickes OH Chamber Small Biz Council

Justin Fickes Appointed to OH Chamber Small Business Council

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Matthew Beeghley Article

Our Partner and Wealth Management Advisor, Matthew Beeghley, earned the Chartered Financial Consultant® (ChFC®) designation, his fifth financial certification from the American College of Financial Services.

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