The Riga Group

Josh is an expert financial advisor with 20 years of experience helping clients navigate their financial goals with confidence and clarity.  Qualified for PIM investment management, he also holds both Series 7 and Series 66 licenses, as well as insurance & annuities and NMLS (ID:1404001) enabling him to provide comprehensive investment and financial planning services. A graduate of the University of Michigan, Josh combines deep industry knowledge with a client-first approach, building long-term relationships based on trust, transparency and results.

Steve is a highly experienced financial advisor with over 40 years of experience in the industry.  Steve specializes in serving high-net-worth individuals and institutional clients. He holds Series 7 and 66 licenses as well as insurance & annuities and NMLS (ID: 1479431) and brings decades of insight and strategic guidance to complex financial planning and investment management needs. A graduate of the University of Michigan Dearborn, Steve is known for his expertise, client-focused approach, and long-standing commitment to helping clients and their families achieve lasting financial success.

Amy is The Riga Group's Wealth Client Performance Analytics Consultant. Since joining the group in 1996, she has been a key contributor to delivering data-driven solutions and positive client interaction that support strategic wealth management decisions. Amy holds Series 7, 63 & 66 licenses and is known for her analytical expertise, deep industry knowledge, and long-standing commitment to helping our clients and their families reach their financial goals.

Allie is The Riga Group's Client Associate. With over 15 years of experience in face-to-face customer service, Allie is a seasoned professional delivering exceptional support to our clients. She excels at building and maintaining strong client relationships within the group with her communication skills and dedication to service excellence.