Partner, Investment Advisor Representative
Riley joined Phillips Financial in 2022 after working closely with specialty physicians in his previous role at Vestia Personal Wealth Advisors. As an advisor, Riley helps busy professionals with everything related to their financial life – asset protection, debt repayment strategies, and planning toward their most important goals. Riley’s favorite aspect of his role is the opportunity to build personal relationships with the clients he serves.
Riley currently lives in Carmel with his wife, Tara. He enjoys golf, exercise, travel, and being outdoors. Riley and his wife are involved in their local church. They are also volunteer leaders for Carmel High School Young Life. In his free time, you can usually find Riley and his wife opening up their home to spend quality time with family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.