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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.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Real estate investing
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Christi V

CFP®, Series 66

Austin, TX

White River Investments

Christi Van Rite is a CFP® with 20 years of industry experience, currently serving at White River Investments in Austin, TX. Her prior experience includes roles at Raymond James & Associates, Inc. and U.S. Capital Wealth Advisors, LLC. Outside of financial advising, she is the managing member of a real estate development company, where she coordinates architects and engineers and manages project budgets. White River Investments serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and family office services. The firm combines tailored investment strategies with ESG screening and behavioral financial counseling, providing family office–style offerings despite its small size.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Real estate investing
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