Providing Financial Guidance since 1998

CONNECT

Address:

13059 West Linebaugh Ave. Suite 102
Tampa, FL 33626

Phone:

(813) 343-3864

Fax/Other:

(813) 444-0336

Katie Riley

Operations

Katie is our Administrative Assistant & newest member!  Working closely with our team she is learning the different functionalities of the financial business and is looking forward to her growth within the company and further asssiting with our client's financial goals.

Born and raised in the Tampa Bay area, Katie attended the University of South Florida where she earned her Bachelor's Degree in Finance.  Prior to joining our team, Katie was a Payroll Administrator, which provided her vast experience with database management, tax law understanding and analytical reasoning.  In her spare time, she enjoys exercising, spending time with her family and her dog Zoey.

Phone 813-343-3864