Who We Are

I Love It When a Plan Comes Together

Jenna and Patrick bring over 25 years of combined experience in the financial services industry and share a core belief: the best way to achieve financial success is to plan ahead. As your Personal CFOs, they place financial planning and investment management at the center of every strategy, taking the time to understand your goals, priorities, and unique circumstances.

They build portfolios that are not only tailored to your objectives but also guided by careful analysis of economic trends, actively positioning investments to take advantage of opportunities and navigate changing markets. Together, they help clients PLAN and PURSUE their financial goals—whether preparing for retirement, growing wealth, or enjoying financial freedom.

Having previously worked with Voya Financial, they recognized that true client-first service requires independence. By operating independently, they avoid conflicts of interest and focus entirely on what matters most: serving your best interests. As fiduciary financial planners, Jenna and Patrick deliver personalized, client-focused guidance you can trust—combining strategic investment management with long-term financial planning to help your money work smarter for your life.

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Learn More About Our Team

Jenna Riley CRPC® Photo

Jenna Riley CRPC®

Financial Advisor

Jenna is a financial advisor who focuses on retirement planning with a commitment to understanding your financial needs and wants. Her objective is to provide you with recommendations and different strategies to ensure that you are on the right path for your retirement. Jenna's greatest strength is not only advising you on what financial strategy is best for you, but also educating you along the way and explaining the "why" behind each recommendation. She particularly enjoys getting to know clients on a deeper level to personally ensure that they are working toward financial security. Jenna previously sat on the Women’s Advisory Council for Voya, where she dedicated her time to helping to expand the community of female financial professionals.

Jenna has a Bachelor's degree in Business Administration from Northwood University. Jenna is FINRA Series 7 and 66 registered, in addition to being a Chartered Retirement Planning Counselor. She has also completed and acquired Michigan and Indiana life insurance, variable annuities, and securities licenses.

Jenna and Patrick began working together in 2019. They believe a team approach can help everyone on their financial journey.

Outside of work, Jenna enjoys spending time with her family and friends. She is a JBoard Ambassador for the Van Andel Institute and volunteers her time with the Kent County Toys for Tots Organization.

Click here to schedule a call with Jenna

Patrick Riley Photo

Patrick Riley

Financial Advisor

Patrick is a financial advisor who focuses on tax strategies and making sure everyone he works with is invested appropriately. His objective is to provide you with solutions to make sure you can adapt in any type of market situation and that you are confident in the accounts you have. He particularly enjoys getting to know clients to best advise them on how he can make their money work best for them.

Patrick attended Western Michigan University. He is FINRA Series 6, 7, 63 and 65 registered. He has also completed and acquired the Michigan and Indiana life insurance, variable annuities, and securities licenses. Patrick began his career working in accounting, with a focus on tax preparation.

Jenna and Patrick began working together in 2019. They believe a team approach can help everyone on their financial journey.

Outside of work, Patrick enjoys playing and coaching lacrosse and attending sporting events. He is a JBoard Ambassador for the Van Andel Institute and volunteers his time with the Kent County Toys for Tots Organization.

Click here to schedule a call with Patrick