Riley Graham Poppy

Advisor at Millennial Wealth — Fall City, WA 33511

Updated today

Credentials

CFP®, RICP®

Experience

9 years

Location

Fall City, WA 98024

Millennial Wealth logo

Millennial Wealth

Team

Total advisors

5

Across 2 offices

Clients per advisor

46 Low

Avg AUM per client

$1,217,098 Typical

HNW client ratio

45% High

About

We provide comprehensive financial planning & wealth management services for busy families and retirees. Our areas of expertise include building long-term investment portfolios, goal planning, tax reduction strategies, retirement income planning, employee stock options, and homebuying guidance.

Our financial planning mission is to empower you and change your life for the better. Planned or not, your finances will play a significant role in your life. We believe with the right guidance, your financial resources can be tools to help you reach your life's goals.

I am a Certified Financial Planner™, Retirement Income Certified Professional®, Behavioral Financial Advisor™, and Certified Tax Specialist™. I received my degree in Finance from the University of Washington and my financial planning education from Northwestern University.

I am very active in the financial planning community. I am a member of the East King County Estate Planning Council, serve as a CFP Board Mentor, and participate on the Seattle Children’s Financial Advisory Committee.

In my free time, I enjoy following the Washington Huskies and playing tennis with friends and family.

Client services

Based on Millennial Wealth

Financial planning Portfolio management

Expertise

General retirement planning

Occupation focus

Doctor or Medical Professional

Demographic focus

Gen Y/Millennials (Born 1980-1995)

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Fee options

AUM

0.6% to 1.25%

Location

See office

Fall City, WA 33511

33511, Redmond-Fall City Rd SE Suite 2

Fall City WA 98024

Advisors at this office

4

Most active in

Texas · Washington

Work history

9 years of industry experience

Millennial Wealth, LLC

2023 - Present • 3 years

Seattle, WA

Ignite Financial Planning, LLC

2019 - 2024 • 5 years

Seattle, WA

Vestory, LLC

2018 - 2018 • 1 year

Belleveue, WA

Cambridge Investment Research Advisors, Inc.

2016 - 2018 • 2 years

Fairfield, IA

Cambridge Investment Research, Inc.

2016 - 2018 • 2 years

Fairfield, IA

The Finity Group

2016 - 2018 • 2 years

Seattle, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Trey G

Series 66, CFP®

Issaquah, WA

Gevers Wealth Management

Trey Gevers is a financial advisor at Gevers Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Columbia Hospitality. Outside of his advisory role, he volunteers with Young Life. Gevers Wealth Management is an SEC-registered investment adviser that provides discretionary investment management and stand-alone financial consulting services to a range of clients, including individuals, trusts, estates, nonprofits, and business entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and regular account monitoring to construct and manage portfolios.

General retirement planning Retirement income strategy Income planning Social Security optimization Roth conversion strategy Retired

Jessica K

CFP®

Issaquah, WA

Kirwin Financial LLC

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

General retirement planning Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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Gregory A

CFA®

Sammamish, WA

Tiger Mountain Capital

Gregory Arquette is a CFA® charterholder with five years of industry experience. He has been with Tiger Mountain Capital since 2021 and previously worked as a self-employed investor and at MIG Capital LLC. Based in Sammamish, WA, he works as the sole advisor at Tiger Mountain Capital. Tiger Mountain Capital is an independent registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, and certain entities. The firm employs a concentrated long/short equity strategy, combining fundamental analysis with investigatory research and proprietary data, and it routinely uses leverage and options in its portfolios.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Eric K

Series 65

Issaquah, WA

Kenney Wealth Planning & Management

Eric Kenney is a financial advisor at Kenney Wealth Planning & Management in Issaquah, WA, holding a Series 65 designation with three years of industry experience. His prior work includes roles at LabWare, Inc., Autoscribe Informatics, Veeva Systems, and Kenney Investment Management LLC. Kenney Wealth Planning & Management is an independent advisory firm serving individuals and high-net-worth clients, generally with account minimums around $500,000. The firm provides portfolio management and financial planning using a combination of fundamental analysis, modern portfolio theory, and quantitative techniques to construct tax-aware, long-term portfolios.

Tax-loss harvesting Private / alternative investments Real estate investing
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Kristine K

Series 66

Bellevue, WA

Kanno Capital

Kristine Kanno is the principal of Kanno Capital, an independent financial advisory firm based in Bellevue, WA. She holds a Series 66 designation and has 18 years of industry experience, including prior roles at Opal Advisors, LLC and VOYA Financial Advisors. In addition to her advisory work, she serves on the University of Washington Industrial and Systems Engineering Executive Advisory Board. Kanno Capital provides fee-based financial planning, consulting, and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning alongside discretionary portfolio management, pension consulting, and the option to engage third-party managers or sub-advisors.

General retirement planning Social Security optimization Divorce financial planning Executive Founder/Business Owner
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Shane H

Series 63, Series 65

Issaquah, WA

Hoover Capital, L.L.C.

Shane Hoover is the sole advisor at Hoover Capital, L.L.C. in Issaquah, Washington. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including 22 years managing his own firm since 2004. Hoover Capital, L.L.C. provides fee-based investment management and consulting primarily to individual clients, managing approximately $19.8 million across 27 accounts. The firm employs a blend of proprietary fundamental and technical analysis focused on secular market cycles and valuation risk, manages all client accounts on a non-discretionary basis, and regularly communicates with clients through quarterly reviews and written reports.

Wealth management
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