Rise Private Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

Learn more about Rise team members.

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Team photo for Rise Private Wealth Management
Team photo for Rise Private Wealth Management

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Advisors

Advisor photo for Brent Kiley

Brent Kiley

CFP®, CRPC

Private Wealth Advisor

Chief Executive Officer of Rise Private Wealth Management
Visit Brent Kiley's website
Advisor photo for Robert A Bonfiglio

Robert A Bonfiglio

MBA, CFP®

Private Wealth Advisor

Co-Founder of Rise Private Wealth Management
Visit Robert A Bonfiglio's website
Advisor photo for Geri Pell

Geri Pell

MBA, CFP®, CDFA®

Private Wealth Advisor

Co-Founder of Rise Private Wealth Management
Visit Geri Pell's website
Advisor photo for Justin Hall

Justin Hall

CFP®, BFA, CRPC, CRPS, APMA®

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Visit Justin Hall's website
Advisor photo for Christopher Kinnane

Christopher Kinnane

BFA, CRPC

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit Christopher Kinnane's website
Advisor photo for James Livolsi

James Livolsi

CFP®, BFA, APMA®

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Visit James Livolsi's website
Advisor photo for Ryan McCabe

Ryan McCabe

CFP®, APMA®

Financial Advisor

President of Rise Private Wealth Management
Visit Ryan McCabe's website
Advisor photo for Troy Aarthun

Troy Aarthun

CFP®, APMA®, CRPC, AAMS®

Financial Advisor

Visit Troy Aarthun's website
Advisor photo for Daniel Ahearn

Daniel Ahearn

APMA®

Financial Advisor

Vice President of Rise Private Wealth Management
Visit Daniel Ahearn's website
Advisor photo for Jacob Berrigan

Jacob Berrigan

CFP®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Jacob Berrigan's website
Advisor photo for Steven Bissonnette

Steven Bissonnette

CFP®, BFA, APMA®

Financial Advisor

Business Financial Advisor
Visit Steven Bissonnette's website
Advisor photo for Nancy Burt

Nancy Burt

BFA, APMA®, CRPC

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit Nancy Burt's website
Advisor photo for Irene Cheung

Irene Cheung

MBA, CFA®

Financial Advisor

Visit Irene Cheung's website
Advisor photo for Rick Chouinard

Rick Chouinard

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Rick Chouinard's website
Advisor photo for Mike Cullinane

Mike Cullinane

APMA®

Financial Advisor

Visit Mike Cullinane's website
Advisor photo for Tara Davis

Tara Davis

BFA, APMA®

Financial Advisor

Visit Tara Davis's website
Advisor photo for Shanna Deshaies

Shanna Deshaies

BFA, CRPC, APMA®

Private Wealth Advisor

Vice President of Rise Private Wealth Management
Visit Shanna Deshaies's website
Advisor photo for William P Foster

William P Foster

MBA, CFP®, ADPA®, APMA®

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit William P Foster's website
Advisor photo for Katie Geery

Katie Geery

MBA, CFP®, APMA®, CRPC

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit Katie Geery's website
Advisor photo for Steven Gonyaw

Steven Gonyaw

CFP®, BFA, APMA®, CRPS, CRPC

Private Wealth Advisor

Vice President of Rise Private Wealth Management
Visit Steven Gonyaw's website
Advisor photo for Sonia Hicks

Sonia Hicks

CFP®, BFA, APMA®, CRPC

Private Wealth Advisor

Vice President of Rise Private Wealth Management
Visit Sonia Hicks's website
Advisor photo for Kevin Jordan

Kevin Jordan

CFP®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Kevin Jordan's website
Advisor photo for Kendra Kearney

Kendra Kearney

APMA®

Private Wealth Advisor

Vice President of Rise Private Wealth Management
Visit Kendra Kearney's website
Advisor photo for Nathaniel Krakow

Nathaniel Krakow

BFA, CRPC, APMA®, ChSNC®

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit Nathaniel Krakow's website
Advisor photo for Katelin McSherry

Katelin McSherry

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Katelin McSherry's website
Advisor photo for Douglas Messina

Douglas Messina

CFP®, CRPC, APMA®

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit Douglas Messina's website
Advisor photo for Adam Mulia

Adam Mulia

BFA, APMA®, CRPC

Private Wealth Advisor

Vice President of Rise Private Wealth Management
Visit Adam Mulia's website
Advisor photo for Stephanie Oiler

Stephanie Oiler

BFA, APMA®, CRPC, CDFA®

Financial Advisor

Visit Stephanie Oiler's website
Advisor photo for Karen O'Rourke

Karen O'Rourke

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Karen O'Rourke's website
Advisor photo for Jennie Parisi

Jennie Parisi

Financial Advisor

Visit Jennie Parisi's website
Advisor photo for Annie Pereyra

Annie Pereyra

APMA®

Financial Advisor

Visit Annie Pereyra's website
Advisor photo for Michelle Provencher

Michelle Provencher

Financial Advisor

Visit Michelle Provencher's website
Advisor photo for John P Reger II

John P Reger II

CFP®, APMA®

Financial Advisor

Vice President of Rise Private Wealth Management
Visit John P Reger II's website
Advisor photo for Anthony Rizzuto

Anthony Rizzuto

CFP®, CLU®, APMA®, ChFC®

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit Anthony Rizzuto's website
Advisor photo for Joshua Schibi

Joshua Schibi

APMA®, CRPC

Financial Advisor

Visit Joshua Schibi's website
Advisor photo for Matt Simard

Matt Simard

BFA, CRPC, APMA®

Private Wealth Advisor

Visit Matt Simard's website
Advisor photo for Nicole Southern

Nicole Southern

CFP®, CRPC, CMFA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Nicole Southern's website
Advisor photo for Charlene D Thibeault

Charlene D Thibeault

BFA, CLTC®, APMA®, CRPC

Private Wealth Advisor

Visit Charlene D Thibeault's website
Advisor photo for Donald E Torres

Donald E Torres

ChFC®, APMA®

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit Donald E Torres's website
Advisor photo for Grant M Torres

Grant M Torres

APMA®

Financial Advisor

Visit Grant M Torres's website
Advisor photo for Miranda Wegricht

Miranda Wegricht

Financial Advisor

Practice Manager
Visit Miranda Wegricht's website
Advisor photo for David Young

David Young

CRPC, APMA®

Financial Advisor

Visit David Young's website
Advisor photo for Lisa Young

Lisa Young

BFA, CLTC®, CRPC, CEPA®

Financial Advisor

Insurance Specialist
Visit Lisa Young's website


Team

Laura Tschudin

Laura Tschudin

Office Manager

Lauren Torres

Lauren Torres

Administrative Assistant