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Investing | Planning | Retirement

Investing Planning Retirement

Meet Your Member Advisor

Everything we do at Rivermark is guided by our commitment to our members' needs and interests. Your financial well-being is our top priority, and we are excited to have partnered with Human Investing as our wealth management partner!

Who’s Human Investing?

Human Investing’s mission: Through our clients, partnerships, and philanthropy, we faithfully serve the financial pursuits of all people.

Why Human Investing?

We thoughtfully selected a wealth management partner that would serve our members well and be a trusted advisor.  We believe we have found that in Human Investing. Here’s why:

  • Shared values: We have built our partnership with the intention to serve all members. Some advisors require members to have a minimum amount of assets to work together. Human Investing is dedicated to serving the financial pursuits of all people, from members who are just getting started to those with substantial wealth.

  • Investment philosophy alignment: Human Investing’s custom low cost, broad diversification strategies are practical and effective for the average retail investor.

  • Accessibility: Advisors are available to meet with members virtually or in branch, something we feel is important for building a strong working relationship.

TRUSTED BY MANY

Manage over $1.6 billion in total assets and serve over 1,000 families in the Northwest.

A FIDUCIARY

Legally bound to act in clients' best interest; many claim this, but only 2% of firms deliver on it.

UNIFIED TEAM OF EXPERTS

Have CFPs in Planning, CFAs for Portfolio Management, and CPAs in Tax Management to help you in all planning areas.

READY TO BUILD YOUR FINANCIAL FUTURE?

Talk to an advisor from Human Investing today for free. They help members build financial plans. Talk to them about your goals, and they'll show you how to get there.

 

Choose the option that is best for you:

  • Check It Out – I'm not quite sure what to think of this yet, but I definitely need to know more about Human Investing!
  • Get Me On The Calendar – I'm certainly curious and want to talk with a Human before I move forward.
Check It Out Get Me On The Calendar

What Are Your Financial Goals?


Retirement

"I'm planning for life after work"

Financial Planning

"I want a plan that works for my family."

Investments

"I just want to build my wealth over time."


Education Planning

"I'm saving for a child's education"

Major Purchases

"I'm saving for a wedding or house."

Safety Net

"I want to build an emergency fund."

Your Dedicated Human Investing Team

AMBER JONES, CPA
Director of Credit Union Advisory Services & Member Advisor

[email protected]

RACHELLE TOP
Client Experience Specialist

[email protected]

DRAYTON CARLBERG 
Associate Advisor

[email protected]

WILL KELLER, CFP®
Member Advisor

[email protected]

ALISA ARREDONDO
Client Experience Associate

[email protected]

I'm Ready! Where Do I Start?

Get Me On The Calendar

Investment Advisory Services are offered through HUMAN INVESTING, in association with RIVERMARK COMMUNITY CREDIT UNION. The investment services and products are NOT FEDERALLY INSURED, NOT OBLIGATIONS OF, AND NOT GUARANTEED BY THE CREDIT UNION OR ANY AFFILIATED ENTITY, AND SUBJECT TO NORMAL INVESTMENT RISKS, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL.