The Team

Rise Private Wealth Management

Our Advisors

Brent Kiley

Brent Kiley

Private Wealth Advisor

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Designations

CFP®, ChFC®, CRPC®

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

Saint Anselm College - Bachelor of Arts - Financial Economics, Trinity High School Alumnus, Leadership Greater Manchester - 2014
CA Insurance #0D97732

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Christopher Kinnane

Christopher Kinnane

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

Saint Anselm College, B.A. Business and Financial Economics

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Justin Hall

Justin Hall

Financial Advisor

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Designations

CFP®, CRPC®, CRPS®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

University of Maine Farmington, B.A. Business/Economics

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Ryan McCabe

Ryan McCabe

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

BA Bachelor of Arts, Tufts University, Medford, MA, Brooks School

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Troy Aarthun

Troy Aarthun

Financial Advisor

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Designations

AAMS®, CRPC®

Top Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

Bachelor of Science, United States Military Academy, 1984

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Steven Bissonnette

Steven Bissonnette

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

Southern NH University, B.S. Accounting and Finance

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Nancy Burt

Nancy Burt

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments

Education

University of New Hampshire - Bachelor of Science in Mathematics & Economics 1983
CA Insurance #0I81270

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Shanna Chasse

Shanna Chasse

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

Education

AS in Accounting, Southern New Hampshire University, 2010-2012

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Steven Gonyaw

Steven Gonyaw

Financial Advisor

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Designations

CFP®, APMA®, CRPS®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education

Education

Dual BA in Finance and Economics from Saint Anslem College, 2016

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Craig Guinta

Craig Guinta

Financial Advisor

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Designations

CFP®, CMFC®, APMA®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

BS in Management from Renesselaer Polytechnic Institute

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Sharon J Hickey

Sharon J Hickey

Associate Financial Advisor

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Designations

ChFC®, CASL®

Top Areas of Focus

  • Retirement Plan Distribution
  • Investment Management
  • Retirement Income Strategies

Education

BA Paralegal Studies, Notre Dame College, NH, 1982

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Michael Humphries

Michael Humphries

Financial Advisor

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Designations

MBA, CRPC®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

DePauw University, Greencastle, IN, B. A. 1973, Springfield College, Springfield, MA, Certification 1975, Southern New Hampshire University, Hooksett, NH, MBA, 1986
CA Insurance #0F33794

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Kendra Kearney

Kendra Kearney

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Family Finances
  • Tax Planning Strategies
  • Women's Financial Strategies

Education

Southern New Hampshire University - Associate's Degree in Business Administration & Management 2010

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Kevin Kimball

Kevin Kimball

Financial Advisor

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Designations

CLTC®, AIF®

Top Areas of Focus

  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies

Education

BS, Accounting, Southern Connecticut State University, 1993

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James Livolsi

James Livolsi

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Saving for Education
  • Women's Financial Strategies
  • Estate Planning Strategies

Education

Plymouth State University, Bachelors in Finance, Minor in Economics
AR License #17111361

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Karen O'Rourke

Karen O'Rourke

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

Manchester West High School, Manchester NH - 1996, BA Economics;Tufts University, Medford MA -2000

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Jennie Parisi

Jennie Parisi

Financial Advisor

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Top Areas of Focus

  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies

Education

BS Psychology, Plymouth State College 2002

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Charlene D Thibeault

Charlene D Thibeault

Financial Advisor

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Designations

CLTC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
CA Insurance #4038035

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Our Staff

Nicole Spaulding

Nicole Spaulding

Operations Director

Nick Trombetta

Nick Trombetta

Investment Manager

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Hannah Pierce

Hannah Pierce

Operations Specialist

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Qualifications

  • Southern New Hampshire University 2016, BS in Business Administration
Brittany Abbott

Brittany Abbott

Client Service Specialist

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Qualifications

  • UNH Manchester 2016, BA in Business with a concentration in Accounting
Brendan Beaulieu

Brendan Beaulieu

Client Service Specialist

Katie Geery

Katie Geery

Client Service Specialist

Stella Macua

Client Service Specialist

Jennifer Noseworthy

Jennifer Noseworthy

Client Service Specialist

Michelle Provencher

Michelle Provencher

Client Service Specialist

Elizabeth Therrien

Elizabeth Therrien

Client Service Specialist