Jim manages Riley Koyanagi Wealth Management.  He has worked in the financial services industry since 1991 and has been managing private client wealth since 1994.  Jim worked at Merrill Lynch for over 20 years as a Senior Financial Advisor and prior to that he worked as an accountant with one of the largest CPA firms in the country. Jim is a graduate of California State University, Long Beach with studies in Communications, Accounting, and Finance.  He also served over four years in the U.S. Marine Corps and graduated from the U.S. Marine Corps Officer Candidate School in Quantico, Virginia. Jim is a sportsman and enjoys hiking and spending time in the great-outdoors.  He also enjoys, trail running, mountain biking, and serving his community. 

Registered States:
AZ, CA, CO, ID, IL, LA, MD, MT, NV, NY, OH, OR, TX, WA

Adam is a Certified Financial Planner^TM, focusing on retirement planning and integrating various wealth management strategies for the team. He is also a Chartered Retirement Plans Specialist and works with business owners and their retirement plans.  He has been in the financial services industry since 2001, most recently with Merrill Lynch and prior to that was a senior retirement advisor at one of the largest credit unions in the country. Adam graduated from California State University, Fullerton with a B.A. in Business Administration and completed the Personal Financial Planning program at UC Irvine. Adam is involved in the community and is currently serving as a board member for Orangewood PALS, supporting current and former foster youth.  He enjoys traveling, reading, and hiking.  Adam and his wife live in Anaheim with their two dogs. When not at home they enjoy camping in their Airstream exploring the great outdoors.

Registered States:
AZ, CA, CO, ID, IL, LA, MD, MT, NV, NY, OH, OR, TX, WA

Karin focuses on the administrative side of the business and providing excellent service to both clients and the team. She began her career in financial services in 1996 and became fully registered in 2000. Karin grew up in the city of Orange where she currently resides. She has been married to her husband for 16 years. She has two young boys and spends most of her time supporting them at various baseball games and functions.  

Registered States:
AZ, CA, NY, OR