James Traylor, CLU, ChFC, ChSNC

President

james@riventpartners.com

James is a seasoned financial professional with over 15 years of experience. He is a national speaker and regularly provides continuing education for legal, financial and tax professionals...

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Nicole VanGorder

Chief Operating Officer & VP of Client Relations

585-250-1323
nicole@riventpartners.com

As Chief Operating Officer & VP of Client Relations, Nicole oversees all day-to-day operations and new client engagements for Rivent Partners...

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David Levy

Financial Planning Associate

585-250-1065
david@riventpartners.com

David is responsible for managing all investment related customer service needs and assists James Traylor with research and analysis. Prior to joining Rivent...

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Deanna DiGuiseppe

Client Service Associate

585-250-1354
deanna@riventpartners.com

Deanna is a graduate of St. Bonaventure University with a Bachelor of Arts in Political Science. Prior to joining Rivent, Deanna worked in the legal field as a legal assistant...

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To learn more about how we can help, we invite you to contact us today.