Riley joined The Millstone Evans Group in December 2019. As The Millstone Evans Group's Chief Compliance Officer, Riley is responsible for the overall compliance of the firm with the regulatory agencies. In addition, Riley also serves as a Financial Planning Consultant where he assists in building and updating financial plans for our clients.
Riley holds the CERTIFIED FINANCIAL PLANNER™ certification as well as the Series 66 license. He has a strong passion for financial planning and realizes how big an impact it can have on the lives of those he serves.
Prior to joining The Millstone Evans Group, Riley served as team lead of an advisory brokerage operations team, as well as a suitability principal, at Equity Services in Montpelier, Vermont.
Riley earned his bachelor’s degree in business administration with a focus in finance from Endicott College. During his time in college, Riley completed four finance internships, including working on research for two sustainable mutual funds with Sentinel Investments.
Riley is from Richmond, Vermont, and currently makes his home in Boulder, Colorado. He enjoys traveling, hiking, snowboarding and other outdoor activities – as well as cheering on any and all Boston sports teams.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.