Riley is one of our Client Service Associates. She joined our team in May 2024 following her internship with us. She is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model. Riley is a Financial Paraplanner Qualified Professional SM (FPQP®).
Riley grew up in Sanford, NC, and earned her Masters of Business Administration from Meredith College. Outside of work, she enjoys cooking, spending time at the beach, and cheering on the Wolfpack with her husband, Andrew. More than anything, she loves being an Aunt and spending time with her niece and nephews any chance she gets.
