River Tree Wealth Management Employee Directory

River Tree Wealth Management corporate office is located in 7700 Rivers Edge Dr Ste 200, Columbus, Ohio, 43235, United States and has 11-50 employees.

river tree wealth management

rivertree-wealth.com

river tree wealth management - northwestern mutual

River Tree Wealth Management Global Presence

Location	People at location
North America	1-10

Key Employees of River Tree Wealth Management

AP
Alexis Peace
Manager, Insurance Operations
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Index of contact profiles from River Tree Wealth Management

Hundreds of professionals searching for River Tree Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KD
Kyle Dearing
Email Direct
Financial Associate & Advisor
United States , Ohio , Columbus

FB
Frederick Bolyard
Email Direct
Private Wealth Advisor
United States , Ohio , Columbus

AP
Alexis Peace
Email Direct
Manager, Insurance Operations
United States , Ohio , Columbus

Former Employees at River Tree Wealth Management

Explore people who held key positions, contributed to River Tree Wealth Management's success, and advanced their careers.

Justin Fickes

Partner and Private We... at Northwestern Mutual

Worked as Partner and Private Wealth Advisor

at River Tree Wealth Management

Direct

Tina Taylor

Practice Manager at Northwestern Mutual

Worked as Manager, Client Services

at River Tree Wealth Management (2021-2024)

Direct

Julie Beeghley

Director, Operations &... at Northwestern Mutual

Worked as Director, Operations & Development

at River Tree Wealth Management (2021-2024)

Direct

Mask Content

Financial Associate & ... at Northwestern Mutual

Worked as Customer Service Manager

at River Tree Wealth Management

Direct

Mask Content

Financial Representati... at Northwestern Mutual

Worked as Associate

at River Tree Wealth Management (2025-2026)

Direct

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Frequently Asked Questions Regarding River Tree Wealth Management Employees

How many employees does River Tree Wealth Management have?

River Tree Wealth Management has 11-50 employees

Who are River Tree Wealth Management key employees?

Some of River Tree Wealth Management key employees are Alexis Peace

Where is River Tree Wealth Management located?

River Tree Wealth Management’s headquarters are located at 7700 Rivers Edge Dr Ste 200, Columbus, Ohio, 43235, United States

How do I contact River Tree Wealth Management?

River Tree Wealth Management Contact Info: Phone number: (614) 279-8267 Website: www.rivertree-wealth.com

What does River Tree Wealth Management do?

River Tree Wealth Management, located in Columbus, OH, is an office of Northwestern Mutual that specializes in creating custom wealth management plans aimed at providing lasting financial peace of mind. The firm serves a diverse clientele, including individuals and families seeking guidance through various life stages, from career growth to legacy... Read More

Is River Tree Wealth Management a public company?

River Tree Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about River Tree Wealth Management Employees