Jacob Duke, CFP®

Jacob is a CERTIFIED FINANCIAL PLANNER™ and the Founder of Rivertree Wealth.

Jacob is a graduate of Louisiana Tech University where he completed both his Finance degree and Masters of Business Administration.

Prior to his graduation in 2016, he started his career in financial services where he worked at a large trust company in his home state of Louisiana. In 2019, he moved to Arkansas and worked at an independent RIA until Rivertree was launched in 2024.

In all of his experiences, Jacob gained valuable knowledge that has led him to where he is now working with over 140 clients across 21 different states.

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Jacob started Rivertree out of a desire to help people align their money with what they value most.

Too many people are working longer than they need to out of fear. Jacob's goal is to guide his clients to and through retirement with clarity and confidence.

Jacob has the heart of a teacher which led him to start his podcast and YouTube channel, Retirement Answers.

Outside of work, Jacob spends most of his time with his wife, Kellie, and two children, Sadie & Thomas.

When he get's a moment to himself (which is rare nowadays) he is likely fishing, hunting, or playing pickleball.