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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 National Team

Wealth Advisors
William Riley

William Riley

ChFC®, CLU®, WMS, MBA

Chief Executive Officer

Jonathan Loeffler

Jonathan Loeffler

VP of Acquisitions & 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
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager

Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services

Jamie Hopkins

Jamie Hopkins

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

Director of Retirement Research

Brett Murray

Brett Murray

Wealth Planning Administrator

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

Director of Wealth and Estate Planning

Krista Thompson

Krista Thompson

Senior Wealth Planner

Russ  Van Belle

Russ Van Belle

Insurance Specialist

Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Vice President, Wealth Planning

Ryan Yamada

Ryan Yamada

Planner

Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA, FCA

Senior Vice President, Investment Platform

Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist

Jessica Golson

Jessica Golson

CIPM

Director of Platform Operations

Rick Jaster

Rick Jaster

CFA®

Director, Systematic Equities

Nick Joyner

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Patrick Sittner

Portfolio Strategist

Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA, FCA

Senior Vice President, Investment Platform

Brett Carson

Brett Carson

CFA®

Director of Research

Alex Blankenburg

Alex Blankenburg

Associate Trader

Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst

Kellie L. Duffy

Kellie L. Duffy

Senior Trader, Registered Rep.

Jeff Harris

Jeff Harris

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

Trading Specialist, Registered Rep.

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.

Advisory Services offered through Riley Wealth Advisors, LLC. Carson Partners is a nationwide partnership of advisors. Member FINRA/SIPC.

2019 Riley Wealth Advisors. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.

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