Our Team

Sally H. Turner

Manager of Client Relations

Sally has been with RiverTree Advisors and its predecessor firms since 2003 and is responsible for all client service and many operations areas. She brings to the firm over 30 years of experience in trust and probate administration, with additional experience in investments, tax and office management. Originally interested in becoming a stock broker, she interviewed with the trust department of a local bank, which developed into her long career in trust and estate administration.

Later in her career, Sally was drawn to Christian service, first by working at Crown Financial Ministries, and then as the assistant to two ministers at a 5,000 member church in Orlando. There she managed the church’s benevolence fund and co-led the annual fundraising event for two ministries to the homeless, which led her to a love of supporting missions. Sally believes strongly in serving clients with a caring spirit and attention to detail.

Originally from Cleveland, Ohio, Sally first visited Florida as a college sophomore, leading her to transfer to Rollins College in Winter Park, Florida, where she earned a B.A and then an M.B.A., back when it was rare to find a woman in the business school. She also is a graduate of the Florida Trust School at the University of Florida. When not working, Sally enjoys Bible study, genealogy, swimming and antiquing.

Photo of team member

Lisa Strange

Firm Administration

Lisa Strange joined RiverTree Advisors in October 2015.  Prior to RiverTree, Lisa worked for 25 years in the small business environment of a well-run dental practice in Winter Park, Florida. In her time there she worked in a wide variety of roles ranging from practice management to patient care, and she built a skill set that transitioned extremely well to the financial world. Lisa's desire to apply her years of professional training to an alternate industry, as well as her significant personal experience with investment and estate planning, combined to be a perfect match for RiverTree. Having been acquainted for many years with both Ted Rich and Sally Turner, it was already known that Lisa possessed the integrity and honesty that is critical in the financial world. Before joining RiverTree full time, Lisa worked as a contractor behind the scenes to make sure the fit was just right for both her and the firm.

Lisa brings with her to RiverTree valuable skills in organization, attention to detail and technology, and is already well on her way to mastering the intricacies of the investment advisory business.

Lisa lives in Maitland, Florida with her husband Dennis and five almost adult sons.  Lisa and her husband enjoy spending their time at their cabin in North Georgia with their three Labradors. 

External Resource Personnel

One of the key strengths of RiverTree is our extensive use of talented professionals who are not employees of our firm, but instead are employed at the wide range of service providers needed to conduct and Investment Advisors business in today’s environment. On any given day, up to 30 of these individuals assist us at RiverTree with our Investment, Client Service, Operations or Communications functions. This extensive use of external resources provides business diversification and stability for our firm and its clients, and allows us to constantly be searching for best of breed providers and professionals while directing our assets for maximum efficiency.

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