Our advisors

Derrick Rivera

CFP®, CPWA®

Private Wealth Advisor

Certified Private Wealth Advisor®
Learn more about Derrick Rivera Visit Derrick Rivera's website

Marc Welborn

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Marc Welborn Visit Marc Welborn's website

Will Patterson

CFP®

Associate Financial Advisor

Learn more about Will Patterson Visit Will Patterson's website


Our team

Kelley Henderson-Richardson

Kelley Henderson-Richardson

Client Service Manager,

Chief Operating Officer of Juniper Private Wealth
Stephanie Rogers

Stephanie Rogers

Marketing Manager,

Client Concierge