I joined Advanced Wealth Strategies in May of 2021 and am utilizing my double Bachelor’s degree in Economics and Psychology from Grand Valley State University’s Seidman College of Business as an Associate Advisor. Above all, I am fascinated by the interaction between Psychology and Financial Planning. I aim to serve clients by fostering healthy relationships with money while building relationships and helping them achieve their wildest dreams.
My next goal as an Investment Advisor Representative is to complete the CERTIFIED FINANCIAL PLANNER™* designation to maintain a standard of excellence in financial planning for you, our clients. Apart from work, I love spending time with my friends and family. My favorite time of the year has always been autumn when you can find me at the cider mills sipping cider and having one too many donuts. During the winter I love snowboarding through the Colorado trees with my girlfriend, Jess, or dreaming about the classic muscle cars I’ll see at car shows the next summer.
Riley Derwich is solely an investment advisor representative of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.