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Riley joined his family’s financial advising practice in July 2024 with a clear mission: to help individuals and families make confident, informed financial decisions that support their long-term goals. As an Associate Advisor, he partners closely with clients to create personalized strategies tailored to their unique priorities, whether that means optimizing retirement plans, generating income, or preserving wealth.

Drawing on experience across insurance, retirement planning, and real estate, Riley brings a well-rounded perspective to each conversation. He is committed to simplifying complex financial concepts and helping clients feel clarity and confidence at every stage of their financial journey.

Riley holds his Series 7 and 66 licenses as well as the Accredited Asset Management Specialist® (AAMS®) designation, which reflects advanced training in investment management, portfolio construction, and practical financial planning strategies. He believes the most meaningful work in this profession comes from building long-term relationships and serving as a trusted resource as clients’ lives evolve.

A Seattle native, Riley grew up in West Seattle and later earned his degree in Economics from the University of Arizona, with minors in Business Administration and Studio Art. His professional experience includes roles with AIG, where he supported financial advisors in retirement planning, and the Jason Mitchell Group, one of the nation’s leading real estate referral networks. Across every role, his focus has remained the same: helping people make sound financial decisions during important life transitions. He remains actively connected to his community as a member of the West Seattle Chamber of Commerce.

Outside of work, Riley enjoys golf at Glen Acres where he is a member, time on the water, traveling, live music, and sporting events. He values meeting new people and is always energized by helping others pursue what matters most to them.

If you're a business owner looking to establish or enhance a 401(k) plan for your company, or preparing for a confident transition into retirement, Riley welcomes the opportunity to connect.