Riley DeShazo works for Carter Advisory Services, where he collaborates closely with the financial planners and wealth managers to develop long term financial plans and recommendations for CAS clients. For the past four years, Riley has owned and operated a residential redevelopment company in Amarillo, Texas with his father and younger brother. In this role, he helped manage employees and construction crews, and was responsible for the company’s financial analytics, budgeting, and tax reporting documents. In conjunction with running his own company, he was a Financial Planner for a wealth management company in Houston. There he provided retirement planning, investment management, and education planning strategies to his clients. Riley has experience helping multiple generations of clients, serving retirees, pre-retirees, young families, and recent college graduates. He also identified potential business opportunities and provided analytics to help the company improve internal efficiencies and eliminate redundancies. Originally from the Texas Panhandle, Riley attended Texas Tech University, graduating with a Bachelor of Science degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNERTM practitioner. Riley currently lives in Dallas and enjoys traveling, hunting, exploring the outdoors, and playing tennis.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.