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Reginald “Reg” Tilley, CFP®

Financial Advisor

I am a financial advisor at Appropriate Balance Financial Services and have been with the firm for 28 years of my 33 years in the industry.

I provide comprehensive wealth management services, with special emphasis on asset allocation and portfolio management strategies emphasizing retirement planning and investment during retirement.

I earned a Bachelor of Science Degree in Textile Technology from North Carolina State University in 1970, a Master of Science in Business Administration (MBA) (concentration in Finance) from the University of North Carolina – Greensboro in 1977, and received my Certified Financial Planner designation in 1987.

Prior to becoming a financial advisor, I worked in several different industries. They include retail banking, large scale manufacturing, and heavy construction. More recently, I have been involved in real estate development (senior housing projects) and for the last 20 years have gained significant small business experience as an investor and Director at American Waterways, Inc., a Portland, OR based firm specializing in fine dining while cruising the Willamette and Columbia Rivers. Recently, I was named as Non-Executive Chairman of the Board for the firm.

In my spare time I enjoy golf, sailing, fly-fishing, and an occasional bike ride.