Theresa M. Riley, AIF®

Theresa M. Riley, AIF®


Terry Riley has been in the financial services industry since 1979, receiving her education from the American Institute of Banking. As a bank officer working in retail banking, she obtained her securities and insurance licenses in 2000 and began assisting individuals with their investment portfolios.

In 2004, Terry resigned from the bank to establish a financial services partnership. Since that time, she and her partners have focused on retirement planning for individuals and for businesses.

Terry holds Series 6, 7, and 63 registrations with LPL Financial, and a Pennsylvania Life and Health Insurance license. She also holds the designation of Accredited Investment Fiduciary® and is approved to offer 3(21) and 3(38) investment management services and acts as co-fiduciary for retirement plans through LPL Financials Retirement Partners Group.

Terry and her husband Jim are natives of Altoona, and have four children. Terry is an active church member, sings in the church choir, sits on the Board of the Altoona Parking Authority, is a member of the Chamber of Commerce and donates time and resources to various other community activities.