Loren Sherman
Founder & Financial Advisor
CFP® RICP® AIF® CRC® CKA® WMCP®
Client Service Specialist
Riley Costas
CFP® Candidate
Riley loves building genuine connections and enjoys helping create meaningful value for both clients and fee-only advisors.
Professional
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 a CFP® candidate; after passing the exam, he is now working the required hours to earn the designation.
Personal
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.
Meet Integrity
Real people.
A shared commitment.
A team of financial professionals and specialists, bringing different perspectives to the decisions that matter to you.
Andrew Fallwell
Investment Management
CFA® CFP®
Jason Dettman
Client Service Specialist
CFP®
Jami Barkley
Tax Specialist
ChFC® RTP™ EA
Kalilah O’Gwin
Executive Assistant
Tyler Finken
Medicare Plan Review
DeAnna Garner
Individual Health Insurance
Riley Costas
Client Service Specialist
CFP® Candidate
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