Advisors at this firm
Michelle D
Series 63, Series 65
Cedar Park, TX
White River Investments
Michelle Deal is a financial advisor at White River Investments in Austin, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at US Capital Wealth Advisors LLC and Fidelity Investments. White River Investments serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with behavioral financial counseling, ESG screening, and digital asset advisory.
Christi V
CFP®, Series 66
Austin, TX
White River Investments
Christi Van Rite is a CFP® with 19 years of industry experience and is an advisor at White River Investments in Austin, TX. Her prior experience includes roles at U.S. Capital Wealth Advisors, LLC and Raymond James & Associates, Inc. Outside of her advisory work, she serves as managing member of a real estate development company, coordinating architects, engineers, and project budgets. White River Investments serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and wealth and family office services. The firm integrates ESG screening and digital asset advisory into its tailored investment strategies and offers family office–style services despite its small size.