Skip Riley

Skip Riley

CEO, CPA, CFP

 

Skip Riley is the President and Founder of Riley & Lowe Financial Solutions, LLC, a full service financial organization providing insight to tax*, investment, insurance, and estate planning needs to today’s Americans. He brings a wide range of experience and a unique perspective to the critical issues facing retirees today. A 25 year veteran of the financial services industry, he has the experience to serve your financial planning needs.

 

Mr. Riley obtained his undergraduate degree in 1986 from the Georgia Institute of Technology (Georgia Tech) and his MBA from Brenau University. Mr. Riley worked for a large national life and health insurance company, working his way to senior vice president. His responsibilities included the design of insurance and investment products for the changing needs of Americans. He has overseen the risks associated with the investment and tax issues relative to the industry.

 

Mr. Riley received his Certified Public Accounting certificate in Georgia in 1989 and has worked for KPMG, one of the largest accounting firms in the world. He is licensed as a CPA in the state of Wisconsin.

 

Mr. Riley is also a CERTIFIED FINANCIAL PLANNER(TM), which demonstrates his thorough understanding of issues involved with financial planning.


For the last three years, Mr. Riley has been the proud winner of the Five Star Wealth Manager Award** from The Milwaukee Magazine. The Five Star Wealth manager award program is the largest and most widely published award program in the industry. 

 

Mr. Riley has clients in 15 states across the country. He and his wife, Tina, live in Racine, Wisconsin. They have five children and one grandchild.

 

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.

 

**Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the (market) area to gather wealth manager nominations. Award candidates were then evaluated against 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations. (Number of award candidates) wealth managers in the (market) area were considered for the award. (Number of award winners) were named (Year) Five Star Wealth Managers which represents less than 7 percent of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of (Year) Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. For more information go to www.fivestarprofessional.com.