Meet the Advisors
Rivermark is proud to introduce the two new LPL Financial advisors who will be available to assist you with access to a full range of investment products and services. Together, these two advisors bring combined 10 years of investment and wealth management experience.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Matt Mai, AAMS® Wealth Planner: Matt has spent eight years as an Accredited Asset Management Specialist (AAMS®), committed to helping individuals and businesses build their financial futures. His education, experience and professional affiliations have fostered an objective, practical approach to offering personalized financial services and advice to his clients.
Matt says: "Maintaining a strong sense of community and a solid professional foundation are very important to me. Outside of my work, I enjoy spending time with my wife and three children, playing music, traveling and vacationing at the beach."
Robert (Bo) Caldwell, CFP®ChFC®AAMS® Wealth Planner: Bo has spent five years as a CERTIFIED FINANCIAL PLANNER™ (CFP®), as well as a CHARTERED FINANCIAL CONSULTANT™ (ChFC®) and an ACCREDITED ASSET MANAGEMENT SPECIALIST™ (AAMS®). The knowledge and training that comes with earning these designations has helped him become the go-to financial resource for clients. His goal is always to help clients to pursue their maximum financial potential.
Bo Says: "I live in SW Portland with my wife Megan and our three children: Connor, Cameron, and Charley. When I’m not in the office, I enjoy family time, hacking my way around the golf course, a cold IPA, and a good steak."
Ready to get started? Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Rivermark Community Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Washington, California, Arizona, Connecticut, Pennsylvania, South Carolina and Texas.
Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.
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