Our Team

Ted has been in the investment and financial industry since 1994.  He began his career as a Financial Advisor specializing in risk management and estate planning and later worked with several independent and national firms, serving primarily individual investors. In 1998, Ted joined the Orlando office of Robert W. Baird and Company and was recruited to the firm’s Milwaukee headquarters to join its Corporate and Executive Services team, where he focused on the unique needs of corporations, executives, and high-net-worth investors.

In 2002, Ted left the corporate world and founded Global Capital Advisors, an independent investment advisory firm. He merged that firm with Sarasota Asset Management in 2008 to form Vinoy Capital.  Vinoy was restructured into two firms in 2013, and Ted has continued the advisory business as RiverTree Advisors ever since.  RiverTree is based in Winter Park, Florida.

RiverTree’s clients value the perspective, discipline, and steady guidance Ted brings to each relationship. He takes time to understand what matters most to the people he serves and is able to communicate complex financial information clearly.  Ted  approaches planning with careful attention to risk and long-term goals, and his guidance helps clients have the confidence they need to make informed decisions about their future. 

Ted earned a Bachelor of Arts in Economics from the University of Florida, where he served as captain of the Gator Baseball team and helped lead the team to the College World Series. After living in Colorado for a number of years, Ted and his wife returned to live in Florida in 2025, and they are now settled in Winter Park. They are the proud parents of four grown sons.  Outside the office, Ted enjoys sports, fitness, traveling, and spending time with his family. He also has a long history of volunteering with local organizations.

Sally has been with RiverTree Advisors and its predecessor firms since 2003, overseeing  client service and office management. She brings to the firm over 30 years of experience in trust administration and paralegal work, with additional experience in investments, tax, and office management. Originally interested in becoming a stockbroker, she interviewed with the trust department of a local bank, which developed into a long career in trust and estate administration.  Sally believes strongly in serving clients with excellence, attention to detail, and a caring spirit, while building  meaningful relationships.

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. In addition to administrative duties she managed the church’s benevolence fund and helped to start and co-lead an annual fundraising event for two ministries to the homeless, which led her to a love of supporting missions.

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 M.B.A. 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 and keeping up with family and friends.

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 into 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. 

Lisa brings with her to RiverTree valuable skills in organization, attention to detail and technology, and has gained a deep understanding of the investment advisory business through years of hands-on experience. Lisa is committed to building strong, lasting client relationships through attentive service, clear communication, and a genuine understanding of each client’s needs.

Lisa lives in Maitland, Florida with her husband Dennis. Together they have five grown sons who are all married with families of their own.  Lisa and her husband enjoy spending their time with their seven grandchildren who all live nearby and when they are not with family, you can find them at their cabin in North Georgia with their two Labradors Rosie and CoCo and Beagle Willow.

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 a Registered Investment Advisor's 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.