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Your Financial Planning Team

Meet our Riley Wealth team who is dedicated to serving you to help you pursue your financial goals and objectives.

Meet our Southlake Team    Meet our Graham Team    Meet our Scottsdale Team  Meet our National Team

Wealth Advisors
William Riley

William Riley

ChFC®, CLU®, WMS, MBA

Chief Executive Officer

Jonathan Loeffler

Jonathan Loeffler

VP of Acquisitions & Wealth Manager

Mark Pomeroy

Mark Pomeroy

CFP®

Senior Wealth Manager

Operations
Chad Barnett

Chad Barnett

VP of Operations

Juanita O’ Dell

Juanita O’ Dell

Office Manager

Robin Peel Joe

Robin Peel Joe

Receptionist, Office Operations

Susan Smith

Susan Smith

Client Services Manager

Advanced Solutions Team
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services

Michael Gruidel

Michael Gruidel

Paraplanner

Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching

Jody Jackson

Jody Jackson

FPQP™

Paraplanner

Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning

Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

Beth Schanou

JD

Senior Wealth Planner

Krista Thompson

Krista Thompson

CPA

Senior Wealth Planner

Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions

Ryan Yamada

Ryan Yamada

CFP®

Planner

Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist

Jessica Golson

Jessica Golson

CIPM

Director of Platform Operations

Vishnu Lekraj

Vishnu Lekraj

Portfolio Manager

Patrick Sittner

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Sonu Varghese

Senior Investment Analyst

Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Brett Carson

Brett Carson

CFA®

Director of Research

Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst

Kellie L. Duffy

Kellie L. Duffy

Senior Trade Operations Analyst

Jeff Harris

Jeff Harris

Senior Mergers & Acquisitions Analyst

Todd Knott

Todd Knott

Senior Institutional Trader

Jordan Pieper

Jordan Pieper

Trading Specialist

Drew Reisdorff

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Kevin Zlomke

Director of Trading

Alyssa Zuck

Alyssa Zuck

Trade Operations Analyst

Riley Wealth
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Southlake, TX 76092
(817) 870-4680
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    The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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