Riley Costas

Client Service Specialist

Riley Costas studied Finance and Economics at Berry College, where he also played basketball and developed a strong appreciation for teamwork and discipline. He brings experience from roles in management consulting, financial analysis, and research, and is known for his attention to detail, strong work ethic, and eagerness to learn. Riley is currently pursuing his CFP® designation and plans to sit for the CFP exam in March 2026.

Riley loves building genuine connections and enjoys helping create meaningful value for both clients and fee-only advisors. When he’s not working, you’ll likely find him traveling with his wife, Maizie, hiking a new trail, experimenting in the kitchen, or spending time with friends and family. Fun fact: Riley spent a year living in Hawaii, where he learned to cook while working in a local restaurant.