Broker Check

Get to know us a little better.

A team built with heart (and a few genetics).

Get to know us a little better.

A team built with heart (and a few genetics).


J. Marcus Rivera

J. Marcus Rivera

Founder CFP®, ChFC®, CLU®, RICP®

I've experienced both faces of the retirement coin-being prepared verses having nothing. Both of my grandfathers had very different approaches to money, and while one saved his entire life and helped put me through school, the other saved very little but taught me the value of hard work. I saw the power of financial planning and how it can change a person's life and legacy, and have made it my mission to help people from any financial stage through retirement.

J. Marcus Rivera

J. Marcus Rivera

Founder CFP®, ChFC®, CLU®, RICP®

I'm a pretty diverse guy when it comes to personal interests. I'm happily married to my wife, Libby. On our first date, she told me she'd beat me in a game of golf-well, I won the golf, but she got the prize (wink!). I've always been fairly competitive, having gone to Nationals in college track and field and being a huge Manchester City soccer fan. On my softer side, I love to cook-often slipping into my Puerto Rican heritage with native dishes.


Phung Van

Phung Van

Founder CFP®, ChFC®, CLU®

I got into the financial industry to be the planner I wish my parents had growing up. Being an immigrant family, we were no strangers to hard work. Trading time for money, sacrificing things like extracurricular activities and family quality time was commonplace. I know that if my parents met someone like me 30 years ago, we would have had more freedom then, and they'd be even better off than they are today.

Phung Van

Phung Van

Founder CFP®, ChFC®, CLU®

My ethics for hard work and discipline are a large part of my personal life. I'm a running enthusiast (mostly so I can eat! I'm a huge foodie and travel guy) having done multiple 5k's and one 10k. I also truly enjoy cycling for 15-20 miles-just to get out into nature and experience the scenery. I'm an optimist at heart, adopting the Mr. Rogers mentality: Every day is a beautiful day.



Donna Davis

Donna Davis

Operations Manager

I love helping people write their story. Walking with clients through what sometimes are the most important decisions of their lives is immensely gratifying and allows me to develop rich relationships with people I truly care about.

Donna Davis

Donna Davis

Operations Manager

My love of people, of course, carries into my personal life. My husband and I (my high school sweetheart) have 3 amazing children and 5 grandchildren. I have a love of all creatures, big and small and am proud to say that my family represents the Marines, Army, Navy AND Air Force.


Libby Rivera

Libby Rivera

Communications Coordinator

Nothing makes me happier than knowing I'm helping my husband and his team maximize their client experience. It's very rewarding to use my communications and public relations talents to work for our family business.

Libby Rivera

Libby Rivera

Communications Coordinator

Similarly to my involvement with our clients, at home I'm fun-loving and creative. I love to paint anything- from walls to canvas. I enjoy planning and traveling with my husband, and I'm a dog-mom to our little Wednesday (Addams)...did I mention I LOVE Halloween?

<br data-mce-bogus="1">Mom &#38; Pop Founded


Mom & Pop Founded

Greenlight Group was originally founded as a financial firm by Marcus' father, Charles Rivera in 1984. Marcus' mother, Marion served as his assistant before the company changed hands to their son in 2018.