Mike Riley, Owner

Mike Riley, M.B.A., CRPS™

I searched for a long time to find that "thing" I'm passionate about professionally. I've held various positions in the corporate world throughout my career, and I found that I was always missing something – that persistent curiosity and passion. As my career progressed, some patterns emerged: I enjoy working with broad, technical concepts; I get excited to solve problems; and, above all, I feel the most fulfillment from helping people.

Finally, I found the opportunity to be an Investment Advisor, and after almost a decade in the corporate world, I decided to dive in headfirst and start my own company enabling me to run my business as I see fit. It seemed like the right choice based on the most enjoyable aspects of my previous career and studies, and I'm happy to report – I'm having fun!

As an Investment Advisor, I get to work with businesses and people in unique situations every day and help them develop plans to improve their financial wellness and achieve their goals. Employer-sponsored plan options and personal finance concepts can sometimes be confusing, and my goal is to ensure my clients understand the reasons why we're making certain decisions *together* so that they're better informed and comfortable. Education, Cost Transparency, and Integrity – these are the bedrock on which I am building my business.

Outside of my professional life, you'll find me staying active; I love playing volleyball, rock climbing, and gaming. My wife, Rachel, and I try to support local animal shelters as much as possible, and we're big proponents of animal adoption. We have a cat, Toothless, and two dogs - Fynn & Kiki.

Mike & Rachel

Fynn

Toothless

Kiki

Certifications