FOR IMMEDIATE RELEASE
Freedom Fiduciaries Welcomes Riley McKenzie, CPFA, as Investment Analyst and Retirement Plan Consultant
Boise, Idaho — Freedom Fiduciaries announced the addition of Riley McKenzie, CPFA, who has joined the firm as a Financial Analyst and Retirement Plan Consultant. In this role, Riley will support the continued growth of Freedom Fiduciaries while helping expand the firm’s resources and expertise for retirement plan sponsors, individuals, and plan participants.
Riley brings six years of retirement plan experience and a strong foundation in investment analysis, fiduciary consulting, and retirement plan services. His background in financial markets and plan governance supports Freedom Fiduciaries’ mission of delivering thoughtful fiduciary guidance and participant focused solutions to employers and their employees.
“Riley’s analytical background and commitment to fiduciary excellence make him a valuable addition to our team,” said Shane Hanson, President and CEO of Freedom Fiduciaries. “As our firm continues to grow, expanding the depth of our resources and expertise is critical. Riley will play an important role in supporting plan sponsors while enhancing the experience and outcomes for plan participants.”
Riley earned a Bachelor of Business Administration in Finance from Boise State University and completed a minor in Economics. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and maintains several professional licenses, including the NASAA Series 65 and FINRA Series 7. Demonstrating strong analytical capability, he passed the CFA Level I exam in the 90th percentile and is currently preparing to take the Level II exam in November.
At Freedom Fiduciaries, Riley will assist partners and plan sponsors with retirement plan consulting, fiduciary oversight, investment analysis, and participant engagement strategies designed to improve retirement readiness.
Outside of the office, Riley enjoys reading, playing basketball, and strategy board games. He lives in Boise with his fiancé, Haylee, and their two cats, Jack and Piper.
About Freedom Fiduciaries
Freedom Fiduciaries is an independent fiduciary consulting firm dedicated to helping employers manage retirement plan responsibilities while improving outcomes for participants. The firm provides fiduciary oversight, investment monitoring, and strategic consulting designed to simplify plan governance and strengthen retirement readiness.
For more information, visit:
https://freedomfiduciaries.com
