Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

Robert Riley

Founder / Financial Advisor

Bio

University of Massachusetts, Amherst MA

Master of Business Administration (MBA)

Westfield State University, Westfield MA

Bachelors of Science Business Administration 

Professional registrations include Series 7, Series 63, and Series 66. Also Life, Health, and Variable Annuity license with the state of Florida.

Fidelity Investments, Boston MA

Financial Consultant

· Responsible for Financial Planning for all clients in working years, going into retirement now, and in retirement. Focus on investment strategies, income strategies and tax efficient strategies.

· Responsible for 400+ clients, $240 Ml. AUM.

JP Morgan Asset Management,  Net York, NY

Vice President, Regional Sales Manager

Greater Minneapolis-St. Paul Area

External Wholesaler of JP Morgan mutual funds and separately managed accounts to the wirehouse channel in MN, WI, IA, SD, ND, MO. Clients include; Merrill Lynch, Morgan Stanley/Smith Barney, UBS, and Wells Fargo. Responsible for branch office meetings/ presentations, broker one on one meetings, end client meetings/ client seminars. Extensive Equity/ Fixed Income, and Alternative Investment markets focus (equity market neutral, long short strategies, commodities and hedging strategies).

Extensive focus on Economy, Interest Rates, and Global Economic Concepts and how they relate to investment decisions for Advisors and their clients. Competent communicator of a Consultative Sales Approach using all of the firms sales aids and resources, including the Weekly Market Commentary, Quarterly Market Commentary and White Papers. Responsible for 200 ml.+ in annual sales.

Allstate Insurance Company,  Northbrook, IL

Vice President Regional Annuity Sales Director

Greater Minneapolis-St. Paul Area

External Wholesaler Responsible for variable / fixed annuity sales in MN, WI and N. IL, focusing on independent and regional broker/dealer firms. In depth focus on living benefits, GMIB's, GMWB's, death benefits, and retirement income. Number 1 wholesaler in company in 04' for Allstate's top feature (Co-annuitant). Successfully developed and delivered value-added presentations providing business-generating ideas to financial advisors. Designed and delivered insurance continuing education courses for financial advisors in Minnesota and Wisconsin. Achieved highest number of courses and attendees of all team members nationally.

Putnam Mutual Funds, Boston, MA

Vice president Regional Annuity Sales Director – External wholesaler

Regional Marketing Associate – Internal Wholesaler