Our advisors

Advisor photo for Richard J Vogler

Richard J Vogler

CFP®, CRPC, AIF®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Richard J Vogler Visit Richard J Vogler's website
Advisor photo for David Berube

David Berube

AAMS

Financial Advisor

Learn more about David Berube Visit David Berube's website


Our team

Mark Calabrese,  CIMA® CRPC®

Mark Calabrese, CIMA® CRPC®

Investment Manager,

Vice President of River Valley Wealth Management

Qualifications

  • Certified Investment Management Analyst ®
  • Chartered Retirement Planning Counselor™

Roles & Responsibilities

  • Investment Management
  • Portfolio Rebalancing
  • Investment Research
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Ashley Montgomery, FPQP™

Ashley Montgomery, FPQP™

Practice Manager

Qualifications

  • Financial Paraplanner Qualified Professional
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