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Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. RVR Wealth repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. With our understanding of personal finance, our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. At RVR Wealth, we feel a commitment to our community.

Providing perspective to all we do.

Shelly Staats

Shelly Staats

Operations Manager

Educational Insights

Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.
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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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