Individual commitment to a group effort
Each one of our team members brings unique value, comes from a unique background, and has a strong opinion. We work together to optimize the solution to our client’s challenges.
We are your team and we play on the field with you. We will always be on your side and the strongest advocate for you and your dreams.
Meet the Team
Risley Sams, CFP®, MBA, CPWA®
FOUNDER & PRESIDENT
Risley founded RHS Financial after realizing that he could make a bigger impact in his clients lives if he ran a truly independent firm his way. At RHS Financial Risley is responsible for the future of the firm and the strategic services that we deliver. An expert in behavioral finance and navigating the most complex challenges our high net worth clients face.
Colby Davis, CFA
CHIEF INVESTMENT OFFICER
Often referred to as an evil genius, Colby is the bedrock of RHS Financials’ investment management process. Colby brings passion to the investment management process and takes no shortcuts when it comes to delivering investment value to our clients. With the help of software engineers, he developed our proprietary investment management software.
Alex Caswell, CFA, CFP®
WEALTH PLANNER
Alex’s motto is every dollar counts. Alex brings financial planning expertise, white glove service, crazy creativity, and polite persistence when it comes to championing our client’s goals. No challenge is too big or too small to solve for clients when it comes to getting them to their financial definition of success.
How We Go Above and Beyond For Our Clients
The highest distinction in investments.
Recognized globally in the investment management professions. Recognized globally in the investment management professions.
- 4 years of work experience in the investment decision-making process
- 3 year graduate-level self-study program
- 3 exams administered once a year
- 6 hour examinations each
- 40 hours of continuing education every 2 years
Certification on advanced techniques.
Addresses the sophisticated needs of high net worth clients such as minimizing taxes, monetizing and protecting assets, maximizing growth, and transferring wealth.
- 5 years of experience delivering financial services to high-net-worth clients
- 7 month self-study educational component
- 5 days of class at The University of Chicago Booth School of Business
- 6 hour examination
- 40 hours of continuing education every 2 years
The highest standard of financial planning.
CFP® professionals are trained to help you develop a comprehensive strategy to reach your short-and long-term financial goals.
- 18 month college-level program of study
- 1 comprehensive financial planning project
- 6 hour examination
- 3 years of relevant financial planning experience
- 30 hours of continuing education every 2 years
In the News
Come join us and see what working with a dedicated team feels like
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