Live Well. Finish Well.
We help families develop a values-aligned approach to planning, investments, and stewardship.
River Oak Financial
Advisors
Ben Craft
President | Senior Lead Advisor
Staff
Lynne Knecht
Client Relationship Manager
Investments
Cole Pearson
President, Investment Solutions
Nathan Willis
Director of Portfolio Strategy,
Senior Portfolio Manager
Peter Klingelhofer
Director of Research,
Senior Portfolio Manager
John Siverling
Director of Private Markets
& Impact Advocacy
Will Sorrell
Director of
Values-Based Investing
Tom Mueth
Director of
Advisor Engagement
Rob Riley
Investment Analyst
Operations
Rob Grubb
Founding Member | COO
Charlie Watkins
Chief Financial Officer
TJ Claud
Chief Compliance Officer
Brian Church
Chief Growth Officer
Matthew Moses
VP, Operational Consulting
Wade Johnson
Director, Transition
and Operations
Jennifer Rogers
Director of
Advisor Operations
Samantha Vance
Director of Marketing